Aaron Garcia

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.