Alan Shepard
Portfolio Manager at Madison Investment Advisors
- Role
- Vice President Portfolio Manager at Madison Investments
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Experience
Vice President Portfolio Manager
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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