Ron Madey
Chief Investment Officer bei Wealthcare Capital Management LLC
Profil
Mr. Ronald E.
Madey, CFA MBA, is a Chief Investment Officer at Wealthcare Advisory Partners LLC and at Wealthcare Capital Management LLC.
He has more than thirty years of experience.
He is an industry veteran with extensive expertise in the advisory business, goals-driven investing, financial plan modeling, and the application of technology to deliver scalable, cost-effective, risk-managed solutions for advisors and the clients.
Mr. Madey worked as a Chief Investment Officer & Senior Vice President of Advisor Solutions for Wealthcare, Founder & Managing Member of SightLine Investments LLC, Chief Investment Officer for FolioDynamix, National Director of Investments for Lincoln Financial Advisors, and National Practice Leader for Towers Perrin (now Willis Towers Watson) Asset Consulting.
He holds a Bachelor of Business Administration, with honors, in Finance and Real Estate and a Master of Business Administration with an emphasis on planning and strategy from Kent State University.
He is a CFA charter holder.
Aktive Positionen von Ron Madey
| Unternehmen | Position | Beginn |
|---|---|---|
Wealthcare Capital Management LLC
 Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Chief Investment Officer | 01.01.2017 |
Wealthcare Advisory Partners LLC
 Wealthcare Advisory Partners LLC Investment ManagersFinance Wealthcare Advisory Partners LLC (WCAP) is a SEC-registered investment advisor and wealth management firm headquartered in West Chester, Pennsylvania. The firm was founded in 2014 and is a wholly-owned subsidiary of Wealthcare Parent Holdings LLC, which is ultimately owned by Wealthcare Capital Management LLC. WCAP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations and other businesses. | Chief Investment Officer | 01.07.2014 |
Ehemalige bekannte Positionen von Ron Madey
| Unternehmen | Position | Ende |
|---|---|---|
Sightline Investments LLC
 Sightline Investments LLC Investment ManagersFinance Sightline Investments LLC provides investment advice. | Corporate Officer/Principal | - |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Corporate Officer/Principal | - |
Towers Perrin, Inc.
 Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Corporate Officer/Principal | - |
Folio Dynamics, Inc.
 Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Chief Investment Officer | - |
SunGard Advisor Technologies, Inc.
 SunGard Advisor Technologies, Inc. Financial ConglomeratesFinance SunGard Advisor Technologies, Inc. provides investment management programs and wealth management platform solutions for financial services organizations. SunGard Advisor Technologies is located in Sacramento, CA. | Chief Investment Officer | - |
Ausbildung von Ron Madey
| Kent State University (Ohio) | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
SunGard Advisor Technologies, Inc.
SunGard Advisor Technologies, Inc. Financial ConglomeratesFinance SunGard Advisor Technologies, Inc. provides investment management programs and wealth management platform solutions for financial services organizations. SunGard Advisor Technologies is located in Sacramento, CA. | Finance |
Towers Perrin, Inc.
Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Commercial Services |
Folio Dynamics, Inc.
Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Technology Services |
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Finance |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Finance |
Sightline Investments LLC
Sightline Investments LLC Investment ManagersFinance Sightline Investments LLC provides investment advice. | Finance |
Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC Investment ManagersFinance Wealthcare Advisory Partners LLC (WCAP) is a SEC-registered investment advisor and wealth management firm headquartered in West Chester, Pennsylvania. The firm was founded in 2014 and is a wholly-owned subsidiary of Wealthcare Parent Holdings LLC, which is ultimately owned by Wealthcare Capital Management LLC. WCAP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations and other businesses. | Finance |
