The Leadership Behind Our Firm

Sam Radin

Mr. Radin founded National Madison in 1984 with the express idea of bringing a high level of technical knowledge and long-term service to the professional community and their clients. Mr. Radin, who previously had practiced trusts and estates law, is known as an expert in the sophisticated use and design of life insurance products. With more than 30 years of experience in personal, business planning with an emphasis on income, estate, gift and generation skipping transfer tax planning, Mr. Radin brings a strategic approach to addressing the issues facing the firm’s clients. Because New York City is a world capital, he has developed the firm’s considerable international practice.

He has served as a member of various bar association tax committees, and is a frequent speaker to accountants, attorneys, and financial planning professionals. He has been cited on the topic of estate taxation in The Wall Street Journal, The New York Times, and Forbes, and has appeared as a guest commentator on PBS-TV’s Nightly Business Report. A member of the Association for Advanced Life Underwriting (AALU), he is the author of numerous articles. Mr. Radin is a contributing author of Executive Compensation Answer Book (Panel Publishers, New York, 1998) and the co-editor and contributing author of Estate and Retirement Planning Answer Book, Second Ed. (Panel Publishers, New York, 1999). Mr. Radin is listed in Who’s Who in American Law and Who’s Who in America.

A unique aspect of his practice is planning for writers and other creative professionals, including the disposition of their copyright catalogues. A bibliophile, he is a member of the Advisory Council of the Harry Ransom Humanities Research Center at the University of Texas, the leading repository for papers of twentieth century British and American authors. Mr. Radin also served as an adjunct professor at New York University from 2007 through 2012 where he taught a course on the evolution of our legal system.

B.A., Columbia College, 1973
J.D., Boston University School of Law, 1976
Recipient of the Nathan Burkan Memorial Prize

Robert W. Vial

Mr. Vial brings the training and skills of a mechanical engineer to the design of insurance programs. Mr. Vial’s professional career began as a project director with a consulting engineering firm whose principal clients were other engineers. His work focused on material and structural failure analysis. Since 1985, Mr. Vial has applied his engineering problem-solving principles to structuring insurance products so that their design, pricing, performance measurement and application meet the unique needs of each client.

Previously, Mr. Vial worked in the private client group of a global bank with headquarters in New York. There, he was responsible for developing the private bank’s insurance advisory practice for the exclusive benefit of its private clients. Under his leadership, the bank’s insurance advisory practice applied a fully integrated approach to overall wealth management in which insurance was used to mitigate risk, to enhance return and tax efficiency while coordinating with wealth plan structures and investment products. Insurance had become an integral part of the bank’s problem solving and advisory services.

B.S., Oregon State University, 1977

Gerald A. Blitstein

Mr. Blitstein has been an investment banker for 20 years, representing publicly-held companies as well as family-owned businesses. As the founder of Blitstein LLC, Mr. Blitstein’s relationship with National Madison brings significant dimension and expertise to the area of corporate finance. Prior to establishing his own financial advisory firm which focuses on mergers, acquisitions, and capital raises, he served as Managing Director of Mergers and Acquisitions at First Albany Capital, where he was responsible for new business efforts in the industrial growth sector. Mr. Blitstein was also Executive Vice President and Chief Financial Officer of Safeguard Scientifics where he was responsible for raising over $600 million in both the public and private markets, establishing institutional awareness of the firm and overseeing the financial reporting for over 200 portfolio companies. Prior to Safeguard Scientifics, Mr. Blitstein spent more than thirteen years at PaineWebber Incorporated, serving in the positions of Managing Director of Equity Derivatives Sales and Trading, Managing Director/Head of Reengineering, Executive Assistant to the Chairman, and First Vice President/Mergers and Acquisitions. While at PaineWebber, he was responsible for strategy, proprietary investments, and the negotiation/integration of the Kidder Peabody Incorporated acquisition and was an active member of the firm’s capital commitment committees.

Mr. Blitstein’s knowledge of corporate finance — including strategic planning, overseeing critical financial issues, acting in a Chief Financial Officer role to help facilitate coherent analysis of a company’s financial performance, and handling negotiating, structuring, and executing mergers and acquisitions — allows National Madison to better serve their clients’ interests.

B.S., Wharton School of Finance — University of Pennsylvania, 1981
M.B.A., University of Chicago, 1987

Bruce Keeling

Bruce Keeling has nearly 20 years of Wall Street and accounting experience with an emphasis on corporate strategic development and analysis. Mr. Keeling began his career with Ernst & Young LLP, as a Certified Public Accountant.

B.S. (in Accounting), University of Southern California
M.Acc. (in Tax), University of Southern California
M.B.A., Harvard University Graduate School of Business Administration

David Reed

David Reed has over 30 years of investment banking experience, primarily as a mergers and acquisitions specialist. His core expertise has been working with middle market companies as they evaluate and pursue strategic alternatives. He provides valuable insight for our clients as their businesses mature and grow.

A.B. Princeton University
M.B.A. Columbia University