Madison Ozello

Executive Assistant

Madison joined Halliday in October 2025 as a Financial Advisor Assistant and Portfolio Manager Assistant. In her role, she contributes to daily operations, assists with trading activities, and supports various client-related needs. She is currently preparing for the necessary licensing exams to become a Financial Advisor while continuing to deepen her understanding of the financial industry. Madison earned both her Bachelor’s degree in Economics and Finance and her Master’s in Finance from Bentley University in May 2025. During her time there, she participated in service-learning initiatives focused on helping children and adults strengthen their English language skills, reflecting her commitment to community engagement and education.

 

Outside of work, Madison enjoys spending time with family and friends, going to the beach, and staying active through snowboarding and Pilates classes. She also enjoys traveling to new places and reading.