About
Dave Geisler is a Portfolio Manager and Analyst with Madison Investment Advisors in Middleton, WI, where he specializes in U.S. equity strategies, focusing primarily on the firm’s Disciplined Equity and Sustainable Equity portfolios. His current responsibilities include security selection, portfolio management, and rigorous research analysis, particularly emphasizing sustainability and ESG integration for institutional and retail clients.
Geisler has deep expertise in large-cap and mid-cap equity investing, and his sector coverage is broad, spanning industries integral to the sustainability theme and disciplined investment processes. Prior to joining Madison in 2019, he held portfolio manager roles at Lateef Investment Management and was the founder and portfolio manager at Corvara Capital, evidencing his leadership and skill in constructing equity portfolios; he also gained valuable experience at Artisan Partners and Cowen and Company.
He earned his MBA from the University of California, Berkeley, with certificates in Management of Technology and Entrepreneurship, and a BA in Economics with highest distinction from UC San Diego, complemented by a Certificate in ESG Investing from the CFA Institute. Notably, Dave Geisler has contributed to the launch and management of Madison’s Sustainable Equity Fund, advancing responsible investing solutions and demonstrating a commitment to innovation and performance in the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Madison Investment Advisors | Portfolio Manager | Jul 2019 to Present | Dave specializes in customized portfolio management for Madison’s private client relationships. |
| Corvara Capital | Founder, Portfolio Manager | Mar 2017 to Jun 2019 | — |
| Lateef Investment Management | Portfolio Manager | Jan 2015 to Dec 2016 | Portfolio Manager Fundamental investor responsible for a $3B 20-stock portfolio focused on high conviction growth opportunities across multiple sectors in mid and large cap companies in the US and Int... |
| Artisan Partners | Portfolio Manager - Global Small Cap; Equity Analyst - Global Consumer and Business Services | May 2007 to Jan 2015 | Actively cover over 400 companies across 25 different consumer and business services sectors including the food, HPC, luxury goods, food and non‐food retailers, gaming, beverages, e‐commerce, hotels, ... |
| Cowen and Company | Equity Research Analyst - Internet and New Media | Aug 2004 to Apr 2007 | I joined Cowen to help the senior analyst build and establish the Internet research practice. I helped cover the following companies: AMZN, EBAY, GOOG, YHOO, ELNK, GMKT, GSIC, NFLX, NILE, UNTD, and VP... |
| Piper Jaffray Ventures | Vice President | Jan 1997 to Sep 2000 | Worked closely with three general partners in the evaluation, execution and management of venture capital investments in software, communications, healthcare IT, and medical devices |
Education
University of California, Berkeley
Master of Business Administration
2001 — 2003
UC San Diego
Bachelors, Economics
1993 — 1996
Others at Madison Asset Management, LLC (19)
| Name | Role | Location |
|---|---|---|
| Vice President and Portfolio Manager | Madison, WI , United States | |
| Portfolio Manager | Madison, WI , United States | |
| Portfolio Manager | Milwaukee, WI , United States | |
| Portfolio Manager | Madison, WI , United States | |
H Haruki Toyama | Head of Large Cap and Mid Cap Equity, Portfolio Manager and Analyst | Madison, WI , United States |
J Jeffrey Matthias | Vice President, Portfolio Manager and Strategist | Madison, WI , United States |
| Portfolio Manager | Madison, WI , United States | |
| Large Cap Portfolio Manager and Analyst | United States | |
M Marian Quade | Vice President and Senior Portfolio Manager | Waunakee, WI , United States |
| Portfolio Manager | Madison, WI , United States |