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Alan Henning

Principal, Madison Wealth Management

Alan R. Henning, CFA, is a seasoned business owner and financial expert with over 25 years of experience in guiding individuals and institutions towards making informed financial decisions.2 He currently serves as the Principal at Madison Wealth Management, an independent, non-commissioned advisory firm that he leads.2

Professional Experience

Alan's expertise lies in:

  • Investment and portfolio management
  • Financial planning
  • Harmonizing multiple investment portfolios into a comprehensive strategy
  • Liaising with clients' tax, trust, and estate consultants

Under his leadership, Madison Wealth Management:

  • Oversees a financial portfolio exceeding $550 million
  • Caters to around 200+ client relationships
  • Has a presence in Cincinnati and Washington, D.C.
  • Utilizes the same investment strategies advised to clients for personal assets

Career History

Before his current role, Alan held several prominent positions:

  • Vice President / Managing Director at The Provident Bank
  • Vice President at Creditanstalt-Bankverein
  • Assistant Treasurer at Irving Trust Company

Education

  • M.A. in International Economics and International Relations from The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
  • B.A. in Economics from the University of Nebraska-Lincoln

As of 2025, Alan has joined MAI Capital Management as a result of their acquisition of Madison Wealth Management, where he now serves as a Senior Wealth Advisor.1

Related Questions

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Alan Henning
Alan Henning, photo 1
Alan Henning, photo 2
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Location

Cincinnati, Ohio, United States