Profil
Marian Stephenson Quade worked as a Senior Managing Director at US Bancorp Asset Management, Inc. from 1982 to 2004.
She then worked as a Director at Thompson Investment Management, Inc. from 2004 to 2009.
From 2009 to 2020, she was the Director of Wealth Management at Madison Asset Management LLC.
She also worked as a Managing Director & Portfolio Manager at Madison Scottsdale LC.
Ms. Quade received her undergraduate degree from Stanford University in 1978.
Anciens postes connus de Marian Stephenson Quade
| Sociétés | Poste | Fin |
|---|---|---|
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Gestionnaire de Portefeuille-Actions | 31/01/2020 |
Madison Scottsdale LC
Madison Scottsdale LC Investment ManagersFinance Madison Scottsdale specializes in managing the assets of insurance companies. The firm employs a proactive investment management approach that addresses issues that continually confront their clients such as tax issues, impact of market-to-market securities and risk-based capital. They develop customized investment programs based on each client's individual needs and circumstances. Madison Scottsdale's primary objective is to protect and grow their clients' assets. Madison Scottsdale's fixed-income strategy is to determine the overall direction of interest rates and position durations accordingly. They analyze the yield curve to determine the most advantageous portfolio construction. The firm determines the relative attractiveness of corporate versus government and/or government agency securities. Based on these results, Madison Scottsdale adjusts durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital. When investing in equities and ETFs, the firm employs a GARP strategy that seeks to invest companies that have had consistent growth and which demonstrate sustainable future growth. They look for companies that they believe have underappreciated future growth prospects, are currently out-of-favor due to a short term, correctable problem or are transforming into a faster growth, higher margin business model. Madison Scottsdale believes the stocks of these issuers have a blend of both value and growth potential. In addition, if appropriate for a client, they may invest client assets in portfolios of ETFs that they believe will provide the equity exposure and diversification suitable for the client. | Gestionnaire de Portefeuille-Actions | - |
Thompson Investment Management, Inc.
Thompson Investment Management, Inc. Investment ManagersFinance TIM develops long-term plans and constructs custom portfolios to address their clients’ unique needs and objectives. The firm seeks to invest in industry-leading companies that exhibit free cash flow generation, attractive long-term growth rates, sustainable competitive advantages, high returns on invested capital and strong balance sheets. They also favor companies that return capital to shareholders via dividends and share buybacks. TIM generally buys investment-grade bonds in a maturity ladder and holds them to final maturity, unless credit metrics deteriorate, or more attractive alternatives materialize. | Head-Equity Investments | 31/01/2009 |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield. | Gestionnaire de Portefeuille-Actions | 30/08/2004 |
Formation de Marian Stephenson Quade
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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| Entreprise privées | 5 |
|---|---|
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield. | Finance |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Finance |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Madison Scottsdale LC
Madison Scottsdale LC Investment ManagersFinance Madison Scottsdale specializes in managing the assets of insurance companies. The firm employs a proactive investment management approach that addresses issues that continually confront their clients such as tax issues, impact of market-to-market securities and risk-based capital. They develop customized investment programs based on each client's individual needs and circumstances. Madison Scottsdale's primary objective is to protect and grow their clients' assets. Madison Scottsdale's fixed-income strategy is to determine the overall direction of interest rates and position durations accordingly. They analyze the yield curve to determine the most advantageous portfolio construction. The firm determines the relative attractiveness of corporate versus government and/or government agency securities. Based on these results, Madison Scottsdale adjusts durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital. When investing in equities and ETFs, the firm employs a GARP strategy that seeks to invest companies that have had consistent growth and which demonstrate sustainable future growth. They look for companies that they believe have underappreciated future growth prospects, are currently out-of-favor due to a short term, correctable problem or are transforming into a faster growth, higher margin business model. Madison Scottsdale believes the stocks of these issuers have a blend of both value and growth potential. In addition, if appropriate for a client, they may invest client assets in portfolios of ETFs that they believe will provide the equity exposure and diversification suitable for the client. | Finance |
Thompson Investment Management, Inc.
Thompson Investment Management, Inc. Investment ManagersFinance TIM develops long-term plans and constructs custom portfolios to address their clients’ unique needs and objectives. The firm seeks to invest in industry-leading companies that exhibit free cash flow generation, attractive long-term growth rates, sustainable competitive advantages, high returns on invested capital and strong balance sheets. They also favor companies that return capital to shareholders via dividends and share buybacks. TIM generally buys investment-grade bonds in a maturity ladder and holds them to final maturity, unless credit metrics deteriorate, or more attractive alternatives materialize. | Finance |
















