Madison Investments
Aaron Garcia is an experienced finance professional with a strong background in portfolio management and equity research. Currently serving as Co-Portfolio Manager for the Small Cap Equity product at Madison Investments since September 2019, Aaron previously held the position of Co-Portfolio Manager at Broadview Advisors from January 2009 to September 2019, contributing to asset allocation and idea generation for multiple equity investment products. Earlier, from November 2003 to January 2008, Aaron worked as a Senior Analyst at Broadview Advisors, focusing on long equity investment ideas across various sectors. Aaron's career in finance began as an Associate Equity Research Analyst at Stifel Financial Corp., where research was published on a range of media companies. Aaron holds a Bachelor of Arts in Chemistry from Rice University and is a CFA Charterholder.
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Madison Investments
Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $21 billion in assets across a suite of mutual funds, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include U.S. Equity, Fixed Income, Multi-Asset Solutions, and International Equity In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.