Meet Our Leaders

Our people make the difference at Union Finance Investment, and that starts with our leadership team. Our leaders are top research professionals, strategy consultants, and financial experts. They combine deep knowledge of industries and geographies with breadth of experience, and they’re dedicated to a singular goal: supporting our clients’ growth mandates in their most important markets, whether that be helping clients understand their markets, find growth opportunities, or mitigate risk.

Joe Madden

Chief Investment Officer
Joe Madden is a Chief Investment Officer / Head of investment with more than 20 years of successful experience in wealth and asset management, serving private and institutional clients in multi-cultural environments. Acting as Managing Director & CIO of Union Finance Investment, a subsidiary of United Kingdom investments was previously Head of the Asset Allocation Team for the Europe & Middle East at Deutsche Bank (based in Geneva) before relocating to the UK, CIO for EFG Private Bank in Europe and held various senior portfolio management and buy-side research roles at Rothschild Bank AG in Zurich, Lombard Odier (Paris and Geneva) and BNP paribas (Geneva and Nassau). He was also an adjunct professor in Finance at the international University of Gevena and HES kalaidos (Geneva & Lausanne).He graduated from the University of Cambridge: (MSc Finance), international Business/Trade/Commerce, MIT Sloan (Executive education - Blockchain Technologies), He is also a CFA, CMT, CAIA and CIIA charter holder.

Owen Marks

Investment Strategist / Macro Economist

Owen Marks is the Chief Macro Strategist at Union Finance Investment. Prior to joining Union Finance Investment, Marks was a market strategist at Goldman Sachs Asset Management focused on economic and market strategy, advanced portfolio construction techniques and investment implementation. Prior to joining Goldman Sachs, he worked in private banking as an investment conselor responsible for asset allocation and manager selection for ultra-high net worth clients.

Marks received a B.Sc in Mathematics from Hofstra University with a GPA of 4.1 and graduated Magna Cum Laude. He has a Master of management from London School of Economics and holds the Chartered Financial Analyst (CFA) designation.

His Technical expertise includes: Investment Strategy, Economic Research, Portfolio Management.

Client Base: Portfolio Managers, Finacial Investors, Ultra High Network(UHNW), Retail Investors.

Mike Troy

Financial Advisor

Mike Troy is a senior finance and investment professional with over 13 years experience both domestically and internationally with global leading investmemt banks including Goldman Sachs and Citibank.

He has significant experience across all major asset classes globally and uses his skills to deliever structured investment and financial solutions for the benefit of clients and stakeholders

His specialties include: trading strategies,investment advice, financial consulting, coaching, equities, derivatives, sales, public speaking, team leadership/management, asset allocation, wealth management, portfolio management.

Sarah Anderson

Technical Analyst / Trader

Having been born in the soviet union in a society that was anything but market based, Sarah got her first taste of financial markets in the wild west-like days of the 1990s. She assisted with physical currency arbitrage (that's right, it involves a suitcase of cash) and invested in bearer-form russian government bonds, fortuitously selling just before the russian default, when she left for college in the U.S in 1998. By then her eyes were set on Wall.St.

Sarah Anderson's Wall St career began in 2002 on the equity derivative desk at Credit Suisse. She spent nearly a decade on the field working with large financial institutions, designing and executing their hedging and synthetic exposure strategies. A decade in that role taught her a lot about financial markets and about the mindset of institutional investors.

In 2017, she took the plunge and resigned from a lucrative career at JP Morgan to strike off on her own. She set out to expand her knowledge of technical trading, as well as systemize and perfect what she already knew about trading. In that tim, she joined Union Finance Investment as an Analyst. During this time she has developed a track record for unbiased analysis, with forecasts carrying a high degree of accuracy.

Krantz Michael Joseph

Investment Advisor

Krantz Michael Joseph is a lead investment Advisor to Union Finance Investment and also works as the financial service technology executive with the ability to develop and implement complex global solutions aligned with business goals. He has deep knowledge of the financial industry, capital markets, investment management and wealth management.Krantz Michael is a stategic-thought leader who defines and implements innovative and scalable solutions to solve complex business problems across asset classes.

Krantz Michael Joseph is adept at implementing large scale transformations and driving innovation while building and maintaining relationships at all levels in matrix environments bridging the gap between technology, business leadership and external clients. He places great emphasis on people and processes to create highly effective world class technology organizations.His areas of expertise include development and execution of I.T Strategy, Acquisition technology due diligence, Fintech partnership, Managing complex global projects, vendor management and partnership, Technology right sourcing strategies and investment management technology.