Ray Edo di Bernardo
Portfolio Manager-Equities at Madison Asset Management LLC
Profile
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.
Ray Edo di Bernardo active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 2003-06-30 |
Former positions of Ray Edo di Bernardo
Companies | Position | End |
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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 | - |
Training of Ray Edo di Bernardo
University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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