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Ian Joyce

Ian Joyce

Portfolio Manager, Alternatives Sourcing Manager at Resonant Capital Advisors, LLC

Madison, WI , United States

About

Ian Joyce is a Portfolio Manager and Alternatives Sourcing Manager at Resonant Capital Advisors, LLC, based in Madison, WI. In his current role, he leads the alternatives team’s initiatives in screening and underwriting new private investment opportunities, and works closely with the program director on portfolio oversight. He also serves as a portfolio manager within client relationships, actively managing the firm’s internal large-cap and mid-cap equity strategies.

His investment focus encompasses private investments across alternative asset classes as well as marketable securities, with a particular emphasis on sourcing and evaluating opportunities in private markets and overseeing equity strategy implementation for institutional and high-net-worth clients. Before joining Resonant, Joyce held roles as Lead Investment and Operations Analyst at the same firm, and previously served as a Hedge Fund Analyst at Hovde Capital Advisors, gaining experience in both hedge fund and family office environments.

Joyce holds a Bachelor of Arts in Public Policy from the University of Chicago, where he was also captain of the men’s basketball team. He is recognized for his expertise in alternative investments, public equities, and portfolio management for multi-generational families and institutional investors.

Career History

OrganizationRoleDate RangeDetails
Resonant Capital AdvisorsPortfolio Manager, Alternatives Sourcing ManagerJul 2024 to Present
As a portfolio manager and alternatives sourcing manager at Resonant Capital Advisors, I lead the alternatives team’s initiatives in screening and underwriting new private investment opportunities and...
Resonant Capital AdvisorsLead Investment and Operations AnalystNov 2021 to Oct 2024
Member of public markets investment committee that oversees the marketable side of client portfolios, as well as working to source and underwrite private investment opportunities (private real estate,...
Hovde Capital AdvisorsHedge Fund AnalystJan 2017 to Nov 2021
• Handle day-to-day logistical management of fund’s portfolio of roughly 50-70 companies – coordinate daily trades, track position and market news, monitor global equity and bond markets, monitor inte...
First BusinessCommercial Banking AssociateJun 2015 to Dec 2016
Rotational training program that included time in Credit Analysis, SBA Loan Underwriting, Deposit Operations, Loan Operations, Treasury Management Support, HR, the Asset Based Lending audit team, a 4-...
United Way of Dane CountyLoaned ExecutiveJul 2016 to Nov 2016
Worked as a portfolio manager for UWDC for 17 weeks in the professional services division, handling roughly 40 relationships with law firms, accounting firms, financial advisers, and health care facil...
First BusinessCommercial Credit Analyst InternJun 2014 to Sep 2014
I spread financial data into company software, analyzed credit worthiness of commercial clients, and helped First Business become current on financial data. I also worked with commercial lenders, prep...
College Works PaintingPainter and Crew ManagerJun 2011 to Aug 2012
Two summers of painting, crew management and new customer recruitment

Education

The University of Chicago

Bachelor’s Degree, Public Policy

2011 2015

Middleton High School

High School

2007 2011

Skills & Expertise

Credit Analysis
Business Development Research
Balance Sheet
Income Statements
Microsoft Office
Borrower's Certificates
Cash Flow
Cash Flow Statements
Customer Service
Market Research
Spreadsheets
Financial Modeling
Commercial Banking
Microsoft Word
Financial Analysis
PowerPoint
Credit
Commercial Lending
Leadership
Finance
Economics
Data Analysis
Teamwork
Banking
Analysis
Underwriting
Stock Research
Financial Statement Analysis

Others at Resonant Capital Advisors, LLC (2)

NameRoleLocation
Carlton Dewey
Carlton Dewey
Investment AnalystMadison, WI , United States
Josh Koeck
Josh Koeck
Portfolio ManagerMilwaukee, WI , United States