Madison Investments
Jeff Baker, CIMA has a comprehensive work experience in the investment industry. Jeff started their career in 1997 as an Investment Consulting Analyst at Salomon Smith Barney Consulting Group. In 1999, they joined Tom Johnson Investment Management as a Regional Director of Marketing, and later moved to Madison Investment Advisors in 2003. At Madison, they held the position of Vice President, Strategic Accounts/Regional Director. Overall, Jeff Baker has demonstrated their expertise and dedication in various roles within the investment sector.
Jeff Baker, CIMA obtained their Bachelor's degree in Business Economics with an Emphasis in Accounting from UC Santa Barbara between 1991 and 1994. Furthermore, they hold a certification in Certified Investment Management Analyst from The Wharton School. However, there is no information regarding the institution, month, or year in which they obtained this certification.
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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.