Aaron Garcia

Aaron Garcia, CFA, is a Portfolio Manager and analyst at Madison Investments, based in Boulder, CO. He leads the firm's small cap strategy as part of Madison’s U.S. Equity Team, specializing in portfolio management and equity research, with a focus on U.S. small cap equities. His responsibilities include building and managing diversified small cap portfolios, conducting fundamental analysis, and identifying investment opportunities within the small cap universe.

Aaron’s investment expertise centers on U.S. small cap stocks, leveraging deep sector analysis across various industries represented in this asset class. Before joining Madison Investments in 2019, he was Co-Portfolio Manager and Senior Analyst for Broadview Advisors, where he contributed to both small cap and all cap strategies, and earlier served as an associate analyst at Stifel Nicolaus.

Holding a Bachelor of Arts in Chemistry from Rice University, Aaron began his financial services career in 2002 and has earned recognition for his disciplined investment approach and sector expertise. He is a CFA charterholder, reflecting his commitment to rigorous research standards and professional excellence in the asset management industry.