Peter Montelbano

Peter Montelbano, CFA, is an equity analyst at Madison Investments based in Madison, WI, where he focuses on mid- and large-cap U.S. equities. As part of Madison’s Mid Cap and Large Cap Team, he conducts intensive fundamental research and bottom-up analysis, contributing to high-conviction portfolios that emphasize well-managed, high-quality companies with durable growth and sustainable competitive advantages. Peter is instrumental in the firm’s valuation-driven approach that seeks superior long-term returns with lower-than-average risk.

He specializes in analyzing and recommending investments in mid- and large-cap equities across diverse industry sectors, leveraging deep expertise in financial statement analysis, competitive positioning, and risk management. Prior to joining Madison Investments in 2021, he was an equity analyst at Argent Capital Management, and he has earlier experience as an equity analyst intern at Invesco US.

Peter earned both his Bachelor of Business Administration in Finance, Investment, and Banking, and his MBA with a specialty in Applied Security Analysis, from the University of Wisconsin-Madison. His professional background and credentials, including attainment of the CFA designation, position him as a skilled analyst with expertise in company valuation, portfolio construction, and the identification of attractive equity opportunities in the U.S. market.