Madison Global Advisors LLC

Anton Gerdes is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Madison Global Advisors since 2018 and previously worked at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory role, he is involved in a non-securities consulting business called CADAT Corp. Madison Global Advisors provides financial planning and portfolio management services to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, employing multiple analytical approaches across various asset classes.

Brian Rockowitz is a financial advisor at Madison Global Advisors LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Aegis Capital Corp. and Madison Global Partners, LLC. Outside of his advisory role, he serves as president of BDR Group, Inc., a business established for income tax purposes, and is involved in insurance sales through Prestige Insurance. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, offering both discretionary and non-discretionary investment management services.

Michael Kaplan is a financial advisor at Madison Global Advisors LLC with two years of industry experience. He holds the Series 66 designation and has been with Madison Global Partners since 2021. Outside of his advisory role, Kaplan is involved on an as-needed basis with Madison Global Insurance Agency and Crimson Consultants Inc., both non-investment related activities. Madison Global Advisors provides financial planning and portfolio management services to individual clients, including high net worth individuals, as well as institutional plan types. The firm emphasizes asset allocation, diversification, and modern portfolio theory through a combination of fundamental, technical, charting, and cyclical analysis across various asset classes.

Eric Nelkin is a financial advisor with Madison Global Advisors LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Madison Global Partners LLC, Shipt, and Saf-t-swim. Outside of his advisory role, he is involved on an as-needed basis with Madison Global Insurance Agency and U Need It We Got It Services Inc. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation and diversification through a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both discretionary and non-discretionary investment services.

David Kaplan is a financial advisor at Madison Global Advisors LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Global Advisors since 2018, following prior roles at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory work, Kaplan is involved in non-securities related business development and consulting and is a licensed insurance agent. Madison Global Advisors provides financial planning and portfolio management for individuals, trusts, corporations, and institutional plans. The firm employs a diversified investment approach incorporating asset allocation, fundamental and technical analysis, and offers both discretionary and non-discretionary management services.

Drew Gordon is a financial advisor at Madison Global Advisors LLC with a Series 65 credential and no prior industry experience. Before joining the firm, he held various roles outside the financial sector, including positions in physical therapy and chiropractic care, and he attended the University at Buffalo. Madison Global Advisors provides financial planning and portfolio management services to individual and institutional clients, emphasizing asset allocation, diversification, and a combination of fundamental and technical investment analysis. The firm manages approximately $80 million in assets and offers both discretionary and non-discretionary investment management options.

John Cierski is a financial advisor at Madison Global Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Global Advisors and Madison Global Partners since 2018, following three years at Trident Partners. Outside of his advisory role, he is involved in a non-securities consulting business and serves as managing member or co-manager of special purpose vehicles. Madison Global Advisors provides financial planning and portfolio management services to individuals, including high net worth clients, and institutional plan types. The firm emphasizes asset allocation, diversification, and modern portfolio theory, utilizing a range of analytical methods across various investment vehicles.

Alan Sasserath is a financial advisor at Madison Global Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strata Financial, Sasserath & Company, Shelter Rock Management, LLC, and Sasserath & ZoraiAn, LLP. Outside of his advisory role, he owns a CPA firm, Alan R Sasserath CPA PC. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, offering both discretionary and non-discretionary management services.