Profil
Mr. Donald J.
Miller is a Head of Insurance Solutions & Insurance Portfolio Manager at Madison Investment Advisors LLC.
He joined the firm with over 20 years of insurance company and bank investment management experience.
Mr. Miller managed both the fixed income and equity portfolios for Illinois Mutual Life Insurance Company for 15 years prior to joining Madison Scottsdale.
He also previously served as an investment officer and portfolio manager for Bank One Investment Advisors in Central Illinois.
He received his undergraduate degree in Finance from Creighton University and an MBA from Bradley University.
He holds the CFA designation.
Postes actifs de Don Miller
| Sociétés | Poste | Début |
|---|---|---|
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Portfolio Manager-Fixed Income | 01/01/2014 |
Anciens postes connus de Don Miller
| Sociétés | Poste | Fin |
|---|---|---|
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Gestionnaire de Portefeuille-Actions | - |
Illinois Mutual Life Insurance Co.
Illinois Mutual Life Insurance Co. Multi-Line InsuranceFinance Provides life insurance services | Corporate Officer/Principal | - |
Madison Scottsdale LC
Madison Scottsdale LC Investment ManagersFinance Madison Scottsdale specializes in managing the assets of insurance companies. The firm employs a proactive investment management approach that addresses issues that continually confront their clients such as tax issues, impact of market-to-market securities and risk-based capital. They develop customized investment programs based on each client's individual needs and circumstances. Madison Scottsdale's primary objective is to protect and grow their clients' assets. Madison Scottsdale's fixed-income strategy is to determine the overall direction of interest rates and position durations accordingly. They analyze the yield curve to determine the most advantageous portfolio construction. The firm determines the relative attractiveness of corporate versus government and/or government agency securities. Based on these results, Madison Scottsdale adjusts durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital. When investing in equities and ETFs, the firm employs a GARP strategy that seeks to invest companies that have had consistent growth and which demonstrate sustainable future growth. They look for companies that they believe have underappreciated future growth prospects, are currently out-of-favor due to a short term, correctable problem or are transforming into a faster growth, higher margin business model. Madison Scottsdale believes the stocks of these issuers have a blend of both value and growth potential. In addition, if appropriate for a client, they may invest client assets in portfolios of ETFs that they believe will provide the equity exposure and diversification suitable for the client. | Gestionnaire de Portefeuille-Actions | - |
Formation de Don Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance A team of portfolio managers, research analysts and traders is responsible for the management of each equity portfolio. They employ a bottom-up approach, using proprietary research to analyze and evaluate securities on a stock-by-stock basis. The research process begins with a diverse universe of companies. For each company in the universe, analysts develop earnings and revenue estimates. The analysts use those forecasts to calculate 13 value, growth and risk variables, which are used to rank each stock. Using the forecast and ranking information, the analysts then code the stocks on a 5-point scale - from 1, which is the most attractive to 5, which is the least attractive. The equity teams review the recommendations and create an overall assessment of the stock. The teams select stocks for the portfolios that are attractively priced with improving fundamentals. In choosing fixed income securities, BOIA seeks to avoid market timing and interest rate speculation in favor of strategies providing more consistent value over time. The teams construct the portfolios by using a process that combines specific security selection with macro bond market factors. The firm's fixed income teams actively manage all aspects of the fixed income market using risk-management techniques to minimize volatility and add value through yield curve, sector, issue and duration decisions. | Finance |
Madison Scottsdale LC
Madison Scottsdale LC Investment ManagersFinance Madison Scottsdale specializes in managing the assets of insurance companies. The firm employs a proactive investment management approach that addresses issues that continually confront their clients such as tax issues, impact of market-to-market securities and risk-based capital. They develop customized investment programs based on each client's individual needs and circumstances. Madison Scottsdale's primary objective is to protect and grow their clients' assets. Madison Scottsdale's fixed-income strategy is to determine the overall direction of interest rates and position durations accordingly. They analyze the yield curve to determine the most advantageous portfolio construction. The firm determines the relative attractiveness of corporate versus government and/or government agency securities. Based on these results, Madison Scottsdale adjusts durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital. When investing in equities and ETFs, the firm employs a GARP strategy that seeks to invest companies that have had consistent growth and which demonstrate sustainable future growth. They look for companies that they believe have underappreciated future growth prospects, are currently out-of-favor due to a short term, correctable problem or are transforming into a faster growth, higher margin business model. Madison Scottsdale believes the stocks of these issuers have a blend of both value and growth potential. In addition, if appropriate for a client, they may invest client assets in portfolios of ETFs that they believe will provide the equity exposure and diversification suitable for the client. | Finance |
Bradley University
Bradley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creighton University
Creighton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Illinois Mutual Life Insurance Co.
Illinois Mutual Life Insurance Co. Multi-Line InsuranceFinance Provides life insurance services | Finance |
















