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Ray Edo di Bernardo
Gestionnaire de Portefeuille-Actions chez Madison Asset Management LLC
Profil
Mr. Ray E.
di Bernardo, CFA, is a Portfolio Manager & Analyst at Madison Asset Management LLC.
He serves as a portfolio manager on Madison's covered call strategy and as an Analyst for Madison U.S.
Equity Team.
He started working in the financial services industry in 1986 and joined Madison in 2003.
He began his portfolio management career in Canada as an Investment Officer with a large Canadian trust company before moving to an international equity asset manager where he was an equity analyst and co-managed a number of international mutual fund and institutional mandates including Japanese and emerging market equities.
In 2000, he moved to the United States and joined Chicago-based Concord Asset Management as a U.S.
and international equity analyst.
In 2003, he joined the Madison equity team and has co-managed the firm’s closed end fund covered call strategy beginning in 2004.
He has managed the Madison Covered Call & Equity Income Fund since its inception in 2009 and manages all other options-related mandates.
He earned his B.A.
from the University of Western Ontario and completed his CFA certification in 1993.
Postes actifs de Ray Edo di Bernardo
Sociétés | Poste | Début |
---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/07/2003 |
Anciens postes connus de Ray Edo di Bernardo
Sociétés | Poste | Fin |
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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. | Corporate Officer/Principal | - |
MADISON COVERED CALL & EQUITY STRATEGY FUND | Corporate Officer/Principal | - |
Formation de Ray Edo di Bernardo
University of Western Ontario | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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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 |
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 |