Frank Burgess
Fondateur chez Madison Asset Management LLC
Profil
Frank Edward Burgess is the founder of Madison Investment Holdings, Inc. (founded in 1974) and Madison Asset Management LLC (founded in 1974), where he holds the title of Chairman and Chairman of the Board, respectively.
Currently, he holds the position of Director at American Riviera Bank, Director at Capitol Bankshares, Inc., Director at Capitol Bank, and President at Outrider Foundation, Inc. In the past, he served as President & Chief Executive Officer at Madison Scottsdale LC, Trustee at Marshall & Ilsley Bank, Trustee & Vice President at Madison Covered Call & Equity Strategy Fund, and Trustee & Vice President at Madison Strategic Sector Premium Fund.
Mr. Burgess obtained his undergraduate degree from Iowa State University in 1964 and his graduate degree from the University of Wisconsin in 1967.
Postes actifs de Frank Burgess
| Sociétés | Poste | Début |
|---|---|---|
American Riviera Bank (Santa Barbara, California)
 American Riviera Bank (Santa Barbara, California) Regional BanksFinance American Riviera Bank engages in the provision of community banking services, with a focus on serving the lending and deposit needs of businesses and consumers. It operates through the following segments: Commercial, Real Estate-Commercial, Real Estate-Residential, Construction, and Consumer and Other. The Commercial segment includes commercial and industrial loans. The Real Estate-Commercial segment consists of real estate mortgage loans. The Real Estate-Residential segment covers single family residential real estate and home equity lines of credit. The Construction segment consists of construction and land loans. The Consumer and Other segment consists of loans to individuals, including installment loans, revolving lines of credit, and term loans. The company was founded on July 18, 2006 and is headquartered in Santa Barbara, CA. | Directeur/Membre du Conseil | 08/02/2010 |
Capitol Bankshares, Inc. (Wisconsin)
 Capitol Bankshares, Inc. (Wisconsin) Financial ConglomeratesFinance Capitol Bankshares, Inc. (Wisconsin) is a financial institution that offers a range of banking services. The private company is based in Madison, WI and has subsidiaries in the United States. Capitol Bankshares, Inc. provides business lines of credit that offer flexibility to borrowers, unlike traditional term business loans. Borrowers can access a set amount of money and pay interest on that amount. | Directeur/Membre du Conseil | 08/02/2010 |
| Outrider Foundation, Inc. | President | - |
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Fondateur | 01/01/1974 |
Madison Investment Holdings, Inc.
 Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Fondateur | 01/01/1974 |
Capitol Bank (Madison, Wisconsin)
 Capitol Bank (Madison, Wisconsin) Regional BanksFinance Part of Capitol Bankshares, Inc. (Wisconsin), Capitol Bank is a community bank located in Madison, WI. The company provides personal and business banking solutions to its customers. | Directeur/Membre du Conseil | 01/01/1995 |
Anciens postes connus de Frank Burgess
| Sociétés | Poste | Fin |
|---|---|---|
Marshall & Ilsley Bank
 Marshall & Ilsley Bank Regional BanksFinance M&I Marshall & Ilsley Bank provides trust and investment management, equipment leasing, mortgage banking, asset-based lending, financial planning, investments, and insurance services from offices throughout the country and on the Internet. Its customer-based approach, internal growth, and strategic acquisitions had made M&I a nationally recognized leader in the financial services industry. The company was headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | 01/01/1973 |
| MADISON STRATEGIC SECTOR PREMIUM FUND | Directeur/Membre du Conseil | - |
| MADISON COVERED CALL & EQUITY STRATEGY FUND | President | - |
| ░░░░░░░ ░░░░░░░░░░ ░░ | ░░░░░░░░░ | - |
Formation de Frank Burgess
| Iowa State University | Undergraduate Degree |
| University of Wisconsin | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Madison Scottsdale LC
 Madison Scottsdale LC Investment ManagersFinance Founded in 1993, Madison Scottsdale LC is a registered investment advisor located in Scottsdale, Arizona. The firm is a subsidiary of Madison Asset Management LLC, which, in turn, is a subsidiary of Madison Investment Holdings, Inc. Madison Scottsdale provides specialty investment advisory services to financial institutions, particularly insurance companies. | Finance |
American Riviera Bank (Santa Barbara, California)
American Riviera Bank (Santa Barbara, California) Regional BanksFinance American Riviera Bank engages in the provision of community banking services, with a focus on serving the lending and deposit needs of businesses and consumers. It operates through the following segments: Commercial, Real Estate-Commercial, Real Estate-Residential, Construction, and Consumer and Other. The Commercial segment includes commercial and industrial loans. The Real Estate-Commercial segment consists of real estate mortgage loans. The Real Estate-Residential segment covers single family residential real estate and home equity lines of credit. The Construction segment consists of construction and land loans. The Consumer and Other segment consists of loans to individuals, including installment loans, revolving lines of credit, and term loans. The company was founded on July 18, 2006 and is headquartered in Santa Barbara, CA. | Finance |
Capitol Bankshares, Inc. (Wisconsin)
Capitol Bankshares, Inc. (Wisconsin) Financial ConglomeratesFinance Capitol Bankshares, Inc. (Wisconsin) is a financial institution that offers a range of banking services. The private company is based in Madison, WI and has subsidiaries in the United States. Capitol Bankshares, Inc. provides business lines of credit that offer flexibility to borrowers, unlike traditional term business loans. Borrowers can access a set amount of money and pay interest on that amount. | Finance |
Marshall & Ilsley Bank
Marshall & Ilsley Bank Regional BanksFinance M&I Marshall & Ilsley Bank provides trust and investment management, equipment leasing, mortgage banking, asset-based lending, financial planning, investments, and insurance services from offices throughout the country and on the Internet. Its customer-based approach, internal growth, and strategic acquisitions had made M&I a nationally recognized leader in the financial services industry. The company was headquartered in Milwaukee, WI. | Finance |
Madison Covered Call & Equity Strategy Fund
 Madison Covered Call & Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Madison Covered Call & Equity Strategy Fund operates as a closed-end investment fund. Its investment objective is to provide a high level of current income and current gains, with a secondary objective of long-term capital appreciation. The company was founded on May 6, 2004 and is headquartered in Madison, WI. | Miscellaneous |
| Outrider Foundation, Inc. | |
Madison Strategic Sector Premium Fund
 Madison Strategic Sector Premium Fund Investment Trusts/Mutual FundsMiscellaneous Madison Strategic Sector Premium Fund operates as a closed end investment fund or investment trust. It's investment objective is to provide income and current gains, with a secondary objective of long term capital appreciation. Its investing portfolio includes consumer discretionary, energy, financials, health care, industrials, information technology, materials, money market funds, options purchased, investment companies and U.S. treasury bills. Madison Strategic Sector Premium Fund was founded on February 4, 2005 and is headquartered in Kansas City, MO. | Miscellaneous |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Finance |
Madison Investment Holdings, Inc.
Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Finance |
Capitol Bank (Madison, Wisconsin)
Capitol Bank (Madison, Wisconsin) Regional BanksFinance Part of Capitol Bankshares, Inc. (Wisconsin), Capitol Bank is a community bank located in Madison, WI. The company provides personal and business banking solutions to its customers. | Finance |