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 at Madison Global Advisors LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Shipt and Saf-t-swim. Outside of his advisory role, he is involved with Madison Global Insurance Agency and U Need It We Got It Services Inc., both non-investment related businesses. Madison Global Advisors LLC is a team-based registered investment adviser serving individuals, trusts, nonprofits, corporations, and retirement plans. The firm manages approximately $71 million and uses asset allocation and diversification strategies, including fundamental, technical, charting, and cyclical analysis, to tailor portfolios to clients’ goals and risk tolerance.

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 Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, he worked at Fusion Family Wealth, LLC and has a background that includes roles outside the financial industry. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm offers financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, using tailored asset allocation and diversification strategies that incorporate various forms of analysis.

John Cierski is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Madison Global Advisors LLC and Madison Global Partners LLC 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 for special purpose vehicles. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm provides financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, tailoring portfolios through asset allocation and diversification across various investment vehicles.

Alan Sasserath is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Strata Financial, Sasserath & Company, Shelter Rock Management, LLC, and Sasserath & ZoraiAn, LLP. Outside of advising, he owns and operates a CPA firm. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for around 229 clients. The firm serves individuals, trusts, nonprofits, corporations, and retirement plans, using a tailored investment approach that incorporates fundamental, technical, and cyclical analysis along with client-specific goals and risk tolerance.