Profiel
Mr. Benjamin N.
Dickey is a Portfolio Manager at Madison Asset Management LLC.
He focuses on creating customized asset allocation, financial and investment plans for firms high net worth, endowment and foundation clients.
He also leads the Investment Committee for Madison’s Customized Investment Solutions (Institutional, Asset Allocation and Private Wealth Management) group where he helps guide the firm’s manager research, asset allocation and practice management endeavors.
Prior to joining Madison, Mr. Dickey served from 2008-2012 as Director of Wealth Management Services at Reinhart Partners.
While at Reinhart he ran the firm’s Wealth Management Investment Committee and helped to build its outside manager and alternative investment platforms.
He also oversaw the creation and revision of all contracts and Investment Objective Statements for the firm’s wealth management clients.
He was intimately involved in the development of Reinhart’s outsourced Chief Investment Officer offering.
He began his professional career in 2004 at U.S.
Bancorp's Private Client Group in California.
He was quickly elevated to serve as Managing Director of the Los Angeles/Orange County Personal Trust department.
He finished his time at U.S.
Bank as Southwest Region Market Leader.
In this position he oversaw all of the bank’s Personal Trust, Private Banking and Private Asset Management efforts in California, Arizona and Nevada.
And from 2012 to 2015 he served on the Board of Directors and Executive Committee of the Wisconsin Chamber Orchestra.
He graduated from the University of Chicago (with honors) and received his J.D.
and MBA degrees from the University of Wisconsin-Madison in 2004.
Eerdere bekende functies van Ben Dickey
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-10-2018 |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Corporate Officer/Principal | - |
Reinhart Partners, Inc.
 Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Corporate Officer/Principal | - |
Opleiding van Ben Dickey
| University of Wisconsin | Graduate Degree |
| The University of Chicago | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
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Reinhart Partners, Inc.
Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Finance |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
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 |
