Alan Shepard

Portfolio Manager at Madison Investment Advisors

Role
Vice President Portfolio Manager at Madison Investments
Location
Madison, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President Portfolio Manager

    Madison Investments

    Jan 2013 — Present

    Position involves active management of fixed income accounts with an investment grade corporate bond mandate. Also involves active input on overall strategy development and implementation for a range of fixed income investments including government/credit, government only, and aggregate portfolios. Other responsibilities include credit research and analysis, mortgage backed securities evaluation, and management of a money market fund.Quoted in that this is a personal page on LinkedIn and not sponsored or maintained by Madison Investment Advisors or any of its affiliates.

Education

  • University of Delaware

    BS, Economics and Finance

    1984 — 1988

  • Wisconsin School of Business

    MBA, Applied Security Analysis

    2009 — 2011

Skills

  • Options
  • Credit Analysis
  • Interest Rate Derivatives
  • Hedge Funds
  • Equity Research
  • Alternative Investments
  • Bonds
  • Equities
  • Commodity Markets
  • Portfolio Management
  • Fixed Income
  • Asset Allocation
  • Mutual Funds
  • Mbs
  • Trading
  • Financial Modeling
  • Financial Analysis
  • Asset Management
  • Fixed Income Analysis
  • Investments

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Alan Shepard — Vice President Portfolio Manager at Madison Investments in Madison, WI, US | Unifers