Madison Woodward

Investment Consultant & Strategist

Madison has over 15 years of experience in the investment management industry, with a deep focus on serving high-net-worth and ultra-high-net-worth individuals. Before founding Woodward Investment Management (WIM), he spent more than a decade at Avalon Advisors (now CORIENT), where he managed a $300 million Small–Mid Cap Equity Strategy(Concentrated Equity Strategy. Madison also served as the Head of Equity Trading.

 

At Calderwood Financial Strategies, Madison offers strategic investment expertise and research-driven insight to support portfolio construction and equity selection across client portfolios. He takes a highly personalized approach to investing.  This methodology combines rigorous fundamental analysis alongside a deep focus on each client’s unique goals and needs.

 

Madison lives in Houston with his two children. A graduate of Episcopal High School in Houston and Hampden-Sydney College in Virginia. He remains actively involved in his community through volunteer work with EHS, Church In The Field, and as an usher at St. Martin’s Episcopal Church. Outside of work, Madison especially enjoys spending time with his children. He enjoys a wide circle of friends in his business, social, civic and religious endeavors. Madison is also an avid outdoorsman interested in fishing and hunting.