Alan Shepard

Alan Shepard, CFA, serves as Vice President and Portfolio Manager at Madison Investment Advisors, based in Madison, Wisconsin. He is a key member of the firm's Fixed Income Team, with direct responsibility for portfolio management and credit analysis, focusing specifically on corporate fixed income securities and credit research, including customized strategies for institutional investors such as insurance companies and credit unions. Shepard also contributes to the firm's Sustainable Committee, reflecting engagement with ESG-focused investment initiatives.

Alan brings over three decades of investment industry experience, having started his career in 1988. Before joining Madison in 2011, his roles included Vice President and Fixed Income Analyst at Madison Investment Advisors, and previous management experience as Owner and General Manager at Homestyle Soft Furnishings. His expertise centers on corporate credit markets and multi-sector portfolio construction for institutional clients.

Shepard holds an MBA specializing in Applied Security Analysis from the University of Wisconsin-Madison School of Business and a BS in economics and finance from the University of Delaware. He is a CFA charterholder, known for his analytical rigor, and has contributed to advancements in institutional fixed income investment management and sustainable portfolio solutions throughout his career.