Brian Torbeck, CFA, Joins Madison Team

Madison Wealth Management recently welcomed Brian Torbeck, CFA, to its talented team of professionals as an Associate Portfolio Manager.

“We are excited to welcome Brian to our team,” said Ed Kuresman, Madison’s Chief Investment Officer. “We’re confident that his experience will add value to our client relationships and our firm.”

A Chartered Financial Analyst (CFA), Brian is a graduate of Miami University with a B.S. in Business Administration, majoring in Finance with a minor in Entrepreneurship.

Brian joins Madison from PNC Financial Services where he worked within their Institutional Asset Management group. At PNC, Brian primarily assisted local non-profit organizations and companies, helping them to achieve their financial objectives. He comes to Madison with extensive experience working with endowments, foundations, pension plans, and profit-sharing plans.

Prior to that position, Brian worked as an Investment Analyst in PNC’s Wealth Management group. He is a member of the CFA Institute and CFA Society of Cincinnati.

Brian is a Cincinnati native, growing up in Evendale and attending St. Xavier High School. He has spent time volunteering at Matthew 25 Ministries, the Freestore Foodbank, and “Grow Up Great,” a program focused on early childhood development. Outside of work, Brian enjoys staying active, golfing, and keeping up with local sports teams.