Who We Are Your Family's CFO
Whether it’s investment management, financial & estate planning, consolidated reporting & asset monitoring, concentrated stock strategies, lending & mortgages, tax optimization, insurance analysis, or charitable giving.
Our Story Creating a Better Solution for Our Clients
In starting MPWM, we took our 100+ collective years at both small & large investment management firms to create a firm that offered our clients better and more. This means delivering tailored, top-tier solutions for each aspect of our clients financial lives.
What We Offer
Comprehensive, customized, thorough private wealth management.
Our Team
Connor Donnelly
Connor started Madison Private Wealth Management in 2020 with a mission to do better for clients. Better portfolios, better technology, better service – A better client experience. Connor spent over 10 years in Private Wealth Management at UBS Financial Services, where he oversaw asset allocation, trading, and investment research for over $1B in client assets. Prior to that, he worked at Caelum Capital, a long/short equity Hedge Fund based in Los Angeles. He graduated magna cum laude from Davidson College with a BA in Economics and holds a series, 7, 63, and 65.
Randall Buck
CIO
