Jeffrey Matthias

Jeffrey Matthias, CFA, CAIA, CIPM, CFP, serves as a Portfolio Manager at Madison Investment Advisors, where he focuses on the firm's Fixed Income Team and specializes in tax-exempt municipal bond portfolios. He has more than three decades of experience in the financial services industry and joined Madison Investment Advisors in 2011. His current responsibilities center on managing municipal bond strategies tailored to institutional clients such as insurance companies and credit unions.

Matthias brings deep sector expertise in tax-exempt fixed income, with a particular emphasis on municipal bonds and insurance asset management. Prior to joining Madison, he served as Fixed Income Portfolio Manager at American Family Insurance, where he managed diverse fixed income mandates, and previously worked in strategic leadership at the CFA Institute, which enriched his perspective on investment standards and professional education.

He holds an MBA in Finance from the University of Wisconsin–Whitewater and a Bachelor of Science in Finance from the University of Wisconsin–Platteville. Highly credentialed, Matthias is a CFA charterholder and holds the CAIA, CIPM, and CFP designations, underscoring his commitment to best practices and ethical standards in portfolio management. Over his career, he has been recognized for his expertise in municipal finance and his strategic approach to institutional fixed income investing.