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  • Home
  • About Us
  • Why Us
  • Your Team
  • Client Experience
  • Madison News
    • Financial & Retirement Planning
    • Market Intelligence
    • Quarterly Market Review
    • Madison in the Community
    • Announcements
    • Archives
  • Your Account
    • Client Portal
    • Direct Account Access
  • Careers
  • Contact Us
 

Your Team – Portfolio Management

All|Principals|Wealth Management & Financial Planning|Portfolio Management|Client Services|Operations & Communications

Portfolio Management

Ed-Kuresman

Ed Kuresman, CFA
Chief Investment Officer & Principal 

Brad-Meeks

Brad Meeks, CFA
Senior Portfolio Manager & Principal 

Michael-Reed

Michael Reed, CFA
Senior Portfolio Manager 

Peter-Levin

Peter Levin, CFA, LLB
Consulting Investment Strategist 

Sheila-Adika

Sheila Adika, MBA
Trader & Portfolio Reporting 

Brian Torbeck

Brian Torbeck, CFA
Associate Portfolio Manager 

Award Winning Leaders

See important disclosure for more information on rankings

Michael Daniels
Co-Founder & President, Nicolet National Bank 

McDermott-Jim

Duane
Dewey
, CFP ®
President, Corporate Banking, Trustmark Bank 

Daniel Hoffheimer, JD
Partner, Taft, Stettinius & Hollister 

Michael Jackson
Business Executive 

Kathleen Young
Bill and Melinda Gates Foundation 

Connect
Cincinnati, OH - 513.871.4555
Northern VA - 703.669.6234
Washington, DC - 301.657.7737
Toll Free - 888.943.4198
Latest From Insights
  • Denise Boyd Joins Madison’s Growing Team April 9, 2021
  • Berkshire Hathaway: 2020 Annual Shareholder Letter March 25, 2021
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