Our
People

Madison’s investment professionals average over 20 years of industry experience and are well-positioned to succeed through a structure that combines a high degree of autonomy, extensive investment resources and operational support which allows them to stay focused on managing client portfolios. Each distinct investment team share a common goal of protecting capital and generating consistent, long-term positive returns.


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Christopher Aleman
Regional Investment Director
Holly Baggot
Director of Mutual Fund Product Operations
Jeff Baker
Regional Investment Director
Maya Bittar, CFA®
Disciplined Equity Portfolio Manager/Analyst
John Brown, CFA®
Dividend Income Portfolio Manager
Frank Burgess
Chairman of the Board
Steven Carl
Chief Distribution Officer, Director of Strategic Accounts
Kain Cederberg
Equity Trader
Steve Cherrier, CFA®
Insurance Portfolio Manager
Mikinzie Cull
Operations Administrator
Courtney Dean
Director of Client Relations
Ray Di Bernardo, CFA®
Covered Call Portfolio Manager
Stuart Dybdahl, CFA®
Investment Analyst
Trey Edgerle
Compliance Associate
Rich Eisinger
Head of Equities, Large & Mid Cap Portfolio Manager/Analyst
Mindi Endres
Client Service and Operations Specialist
Bryan Englebert
Operations Administrator
Jennifer Eriksen
Operations Manager
William Fain
Insurance Portfolio Manager
Faraz Farzam, CFA®
Small Cap Portfolio Manager/Analyst
Anjanette Fowler
Director of Insurance Business Development & Relationship Management
Kay Frank
Member of the Board
Steven Fredricks
Chief Compliance Officer & Chief Legal Officer
Jill Friedow, CFA®
Director of Operations & Chief Technology Officer
Aaron J. Garcia, CFA®
Small Cap Portfolio Manager/Analyst
Dave Geisler
Disciplined Equity Portfolio Manager/Analyst
Mike Glatkowski
Sales Leader, Regional Investment Director
Brandon Gumz
Compliance Anyalst
Matt Hayner, CFA®
Large Cap Portfolio Manager/Analyst
Ben Heidemann
Marketing, Investment Research & Communication Leader
Tricia Hendrickson
Senior Operations Administrator
Mark Henrickson, CFA®
Chief Financial Officer
Mai Chou Her
Accounts Payable Specialist
Greg Hoppe
Chief Financial Officer of Mutual Funds
David Hottmann, CFA®
CPA, Portfolio Manager
Kala Hover
Sales & Marketing Coordinator
Hannah Hubertz
Operations Administrator
Sue Huxtable
Client Service & Technology Administrator
Alyssa Johnson
Insurance Investment Analyst
Connor Jones
U.S. Equity Analyst
Steve Joyce
IT Manager
Drew Justman, CFA®
Dividend Income & Covered Call Portfolio Manager
Richard E. Lane, CFA®
Small Cap Portfolio Manager/Analyst
Valerie Larson
Trade Settlement Administrator
Paul Lefurgey, CFA®
CEO, Co-Head of Fixed Income, Portfolio Manager
Bob Lindner
Director of Credit Union Business Development
Katlin Longfield
Senior Financial Accountant
Mark Lutz
Investment Specialist
Joe Maginot
U.S. Equity Analyst
Michael Massel, CFA®
Fixed Income Analyst
Jeffrey Matthias, CFA®, CIPM®
Portfolio Manager
Denise Mazzara
Client Relationship Manager
Tim McDowell
Chief Compliance Officer for MFD Distributor, LLC
Donald Miller, CFA®
Head of Insurance Solutions, Insurance Portfolio Manager
Brian Milligan, CFA®
U.S. Equity Analyst
Sarah Morken
Human Resources Manager
Chris Nisbet, CFA®
Portfolio Manager
Josh Oldenburg
Investment Specialist
Leslie Oliversen
Regional Investment Director & Strategic Accounts Manager
Allen Olson, CFA®
Portfolio Manager/Analyst
Michael Peters, CFA®
Portfolio Manager
Greg Poplett, CFA®
Portfolio Manager
Uka Purev-Ochir
Investment Research and Communications Associate
Sarah Quam
Receptionist & Office Administrator
Renee Resch
Client Service Associate
Laura Richardson
Performance Analyst
Chris Ridberg
Regional Investment Director
Sherri Ring
Client Service Administrator
Andy Romanowich, CFA®
Mid Cap Portfolio Manager/Analyst
Alyssa Rudakas, CFA
Equity Analyst
Patrick Ryan, CFA®
Head of Multi-Asset Solutions, Portfolio Manager
Mike Sanders, CFA®
Co-Head of Fixed Income, Portfolio Manager
Chris Schroeder
Portfolio Manager/Analyst
Eric Schuettpelz
Equity Trader
Alan Shepard, CFA®
Portfolio Manager/Analyst
Molly Smith
Senior Accountant
Betty Tam
Equity Analyst
Patrick Tan
Equity Analyst
Thomas R.H. Tibbles CFA
Portfolio Manager
Haruki Toyama
Director of Research, Mid Cap Portfolio Manager/Analyst
Lisa Vieth
Fixed Income Trading & Operations Administrator
Terese Welch
Marketing Associate
Kevin Wentworth
Regional Investment Director
Tena Wild
Client Service Administrator

Christopher Aleman

Regional Investment Director
Contact

Christopher Aleman is the Northeast Regional Director for Madison Investment Advisors, based in New York City. Chris has been working in the financial services industry since 2007. Prior to joining Madison in March 2015, Mr. Aleman was an Investment Product Specialist for J.P. Morgan Securities specializing in Asset Allocation and Portfolio Construction. Mr. Aleman holds a B.B.A. in both Corporate Finance and Financial Services/ Risk Management from St. Mary’s University and is pursuing his MBA with Fordham University. Chris is FINRA registered.

Holly Baggot

Director of Mutual Fund Product Operations
Contact

Ms. Baggot is a member of the Madison Asset Management mutual funds operations team and serves as the Assistant Treasurer and Secretary for the Madison Funds and the Ultra Series Funds. She has more than 20 years of industry experience. Prior to joining Madison Ms. Baggot was employed by MEMBERS Capital Advisors in Madison, WI, where she was the director of mutual fund product operations and served as the Treasurer and Secretary of the MEMBERS and Ultra Series Funds. Ms. Baggot holds a BBA in Finance, Marketing and Management from the University of Wisconsin and is FINRA registered.

Jeff Baker

Regional Investment Director
Contact

Mr. Baker is a member of Madison’s Business Development Team, and is based in San Francisco. He has been working in the financial services industry since 1996. Prior to joining Madison Investment Advisors, he served in a similar capacity for Tom Johnson Investment Management and before that held positions with Smith Barney. Mr. Baker holds a BA in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara. He has earned the CIMA® designation.

Maya Bittar, CFA®

Disciplined Equity Portfolio Manager/Analyst
Contact

Maya, CFA, specializes in customized portfolio management for Madison’s high net-worth relationships. Maya also serves on our Customized Solutions team working with Insurance Asset Management. Maya began her career at First Wisconsin Bank (U.S. Bank) in 1986. After her early years in credit analysis, Maya moved to the investment business. From 1993 to 1998, Maya co-managed the Firstar Growth & Income Fund. Subsequent to her time at Firstar, Maya worked at Wellington Management Company for sixteen years as a portfolio manager on several strategies including Core Equity, Strategic Growth and Focused Equity. In addition to portfolio management, her role included fundamental research and client service. Prior to joining Madison in 2018, Maya served as a multi-sector analyst on the global equity team at Artisan Partners, LLC., focusing on companies in the United States, Europe and Japan. Maya holds a BBA (Accounting), an MBA (International Business) and an MS (Finance) from the University of Wisconsin-Madison including participating in the Applied Security Analysis Program.

John Brown, CFA®

Dividend Income Portfolio Manager
Contact

John, CFA, serves as a portfolio manager on Madison's dividend income and value strategies. John has been working in the financial services industry since 1983 and joined Madison in 2009. He earned his B.S. in finance and computer science from Northern Illinois University and his MBA from the University of Wisconsin-Madison.

Frank Burgess

Chairman of the Board
Contact

Frank founded the firm in 1974 and is currently Chairman of the Board. He is involved in overall corporate strategy and structure. Frank has degrees in engineering from Iowa State University and law from the University of Wisconsin. He currently serves as a trustee of the Madison Strategic Sector Premium Fund, one of the firm’s closed-end funds, and Director of Capitol Bankshares of Madison, WI, American Riviera Bank of Santa Barbara, CA and Outrider Foundation.

Steven Carl

Chief Distribution Officer, Director of Strategic Accounts
Contact

Steve serves as Chief Distribution Officer for Madison. He also serves as Director of Strategic Accounts and leads the Sales & Marketing Teams. Prior to joining Madison in 2003, Steve worked as National Account Manager for Strong Capital Management. Steve has worked in the industry since 1996. He holds a B.B.A. from The University of Wisconsin–Madison, maintains the CPA designations and is FINRA registered.

Kain Cederberg

Equity Trader
Contact

Prior to joining Madison in January 2018 Kain spent over 20 years at Institutional Capital LLC, where he was the Head of Global Trading. Previously, Kain was with American National Bank and Trust serving in various Portfolio Management, Equity Trading and Trust Operations roles. Kain graduated with a BS in Finance from the University of Iowa.

Steve Cherrier, CFA®

Insurance Portfolio Manager
Contact

Mr. Cherrier, CFA, has over 35 years investment management experience in managing insurance company, bank and trust fixed income portfolios. For the past 24 years he was the Chief Investment Officer for Blue Cross Blue Shield of North Carolina, where he managed over $4 billion in assets. Mr. Cherrier has considerable experience in insurance company asset allocation, risk analysis, regulatory and total return management. He holds a BS degree in Finance from St. Cloud University and holds the CFA designation. He has served as an officer and board member in the North Carolina Financial Analyst Society and President of the BCBSNC Credit Union.

Mikinzie Cull

Operations Administrator
Contact

Mikinzie works with various broker/custodial relationships at Madison. Mikinzie is completing her BBA in Finance from the University of Wisconsin-Whitewater. She is a participant of the Applied Investments Program at UW-Whitewater.

Courtney Dean

Director of Client Relations
Contact

Courtney is Director of Client relations, responsible for managing and developing Madison’s key institutional relationships. Previously, Courtney was a founding principal of an international equity boutique investment management firm, and prior to that was a national account manager in third-party distribution for Lazard Asset Management. She has a B.A. from Colgate University and an MBA from New York University’s Stern School of Business. She has been in the investment management industry for over 20 years. After many years in New York, she now resides in St. Louis.

Ray Di Bernardo, CFA®

Covered Call Portfolio Manager
Contact

Ray, CFA, serves as a portfolio manager on Madison's covered call strategies. Ray has been working in the financial services industry since 1984 and joined Madison in 2003. He earned his B.A. from the University of Western Ontario.

Stuart Dybdahl, CFA®

Investment Analyst
Contact

Stuart, CFA, serves as an investment analyst for Madison’s Multi-Asset Solutions Team. Stuart has been working in the financial services industry since 2014. He earned a B.A. in accounting and business management from Luther College. Stuart is FINRA registered.

Trey Edgerle

Compliance Associate
Contact

Trey serves as a Mutual Fund Compliance Associate for Madison. Prior to joining Madison, he worked as a Mutual Fund Compliance Administrator at U.S. Bancorp in Milwaukee, Wisconsin. Trey received a B.S. from the University of Wisconsin – La Crosse in Finance-Accounting.

Rich Eisinger

Head of Equities, Large & Mid Cap Portfolio Manager/Analyst
Contact

Rich serves as Head of Equities, portfolio manager for Madison’s mid-cap strategies and is an equity analyst for Madison’s U.S. Equity Team. Rich has been working in the financial services industry
since 1994 and joined Madison in 1998. He earned his J.D. from the University of Louisville and his MBA from Cornell University.

Mindi Endres

Client Service and Operations Specialist
Contact

Mindi Endres serves as a Client Service and Operations Specialist of the firm’s Madison Mosaic Portfolios and has been in the financial industry since 2000. Prior to joining Madison, Mindi served as an Investment Associate at BMO Harris Financial Advisors and as an Executive Investment Assistant for Custer Financial Services. Mindi earned her undergraduate degree from the University of Wisconsin – Madison and her MBA from Cardinal Stritch University.

Bryan Englebert

Operations Administrator
Contact

Bryan works with various broker/custodial relationships at Madison. Prior to joining Madison, he worked for BMO Harris Bank as a personal banker in the customer call center. Bryan is a graduate of the University of Wisconsin-Madison with a B.S. in Economics and Communications Arts.

Jennifer Eriksen

Operations Manager
Contact

Jennifer is responsible for the day-to-day operational duties at Madison. Prior to joining our firm in 2002, Ms. Eriksen worked in the culinary and health spa industries, living in various countries abroad, as well as in the United States. Fluent in Spanish and Italian, Ms. Eriksen is a 1999 graduate of the University of Wisconsin-Madison.

William Fain

Insurance Portfolio Manager
Contact

Mr. Fain joined Madison Scottsdale in 2002 and brings almost three decades of experience managing taxable and tax-advantaged portfolios for insurance companies. Mr. Fain holds a BS in Finance from the University of Rhode Island and an MBA in Finance from Michigan State University. He previously held the position of Vice President of Portfolio Management at a large, multi-line insurance consortium where he managed various affiliated company and external insurance client portfolios and spent several years prior to that managing the treasury operations for a regional property and casualty insurance company.

Faraz Farzam, CFA®

Small Cap Portfolio Manager/Analyst
Contact

Faraz has been working in the financial services industry since 1999. He specializes in small cap portfolio management for Madison. His main areas of investment focus are Consumer, Technology and Financial sectors. Prior to joining Madison, Faraz served on Broadview Advisors’ small cap strategy and all cap strategy as a Portfolio Manager. Previously, he worked with Strong Capital Management. Faraz holds a BS from University of Wisconsin.

Anjanette Fowler

Director of Insurance Business Development & Relationship Management
Contact

With over 28 years of experience in the investment management arenas of several insurance companies, Ms. Fowler brings a valuable understanding of the unique statutory, operational, investment and accounting considerations particular to our insurance clients and the industry. Prior to joining Madison Scottsdale in 1995, she directed the Investment Accounting department and managed short-term investments for a large insurance group. Ms. Fowler holds a BS in Finance from Arizona State University.

Kay Frank

Member of the Board
Contact

Kay serves on the Board of Directors. She also previously served as Chief Operating Officer. Kay has been working in the financial services industry since 1983 and joined Madison in 1986. She earned her B.A. in economics from Macalaster college.

Steven Fredricks

Chief Compliance Officer & Chief Legal Officer
Contact

Steve serves as Madison's Chief Compliance Officer and Chief Legal Officer. He has over twenty years of experience in the financial services industry, serving in both legal and compliance capacities. Recently, Mr. Fredricks served as Senior Vice President and Chief Compliance Officer for Jackson National Asset Management, LLC and the “Jackson Funds.” Previously, Mr. Fredricks served as Assistant General Counsel for Aid Association for Lutherans, and Secretary for the AAL Mutual Funds. Mr. Fredricks has a B.A. in Economics and Political Science from Marquette University, a J.D. from the Hamline University School of Law, attended the University of St. Thomas Graduate School of Business, and completed an international law program at the University of Oslo School of Law. Mr. Fredricks is a member of both the Massachusetts Bar and the Wisconsin Bar.

Jill Friedow, CFA®

Director of Operations & Chief Technology Officer
Contact

Jill Friedow, CFA, joined the Madison organization in 1999 and has more than 20 years of industry experience. Prior to joining Madison, Ms. Friedow was an Operations Manager for Gratry & Company, a Cleveland-based international investment advisor firm. She holds a BS from Iowa State University and an MBA from Kent State.

Aaron J. Garcia, CFA®

Small Cap Portfolio Manager/Analyst
Contact

Aaron has been working in the financial services industry since 2002. He specializes in small cap portfolio management for Madison. His main areas of investment focus are Healthcare, Industrials, Materials, & Energy sectors. Prior to joining Madison, Aaron served on Broadview Advisors’ small cap strategy and all cap strategy as an analyst and later as a Portfolio Manager. Previously, he worked with Stifel Nicolaus as an associate analyst. Aaron holds a BA in Chemistry from Rice University.

Dave Geisler

Disciplined Equity Portfolio Manager/Analyst
Contact

Dave specializes in customized portfolio management for Madison’s private client relationships. Dave also serves on our Customized Solutions team working with Insurance Asset Management. Dave has been working in the financial services industry since 2004 and prior to joining Madison, he worked at Lateef Investment Management, Artisan Partners and Cowen and Company. Dave graduated from University of California, San Diego with a BA in Economics, Highest Distinction, and an MBA from University of California, Berkeley with certificates in Management of Technology, and Entrepreneurship.

Mike Glatkowski

Sales Leader, Regional Investment Director
Contact

Mike Glatkowski is Sales Leader, and Regional Investment Director for the Midwest at Madison Investments. He comes to Madison from Artisan Partners where he was a director within the intermediary distribution group. Since starting with Strong Investments in 1998, Mike has held a variety of positions in the industry, including: wholesaling, wholesale management and national account management. Mike received a Bachelor of Arts in Finance from the University of Wisconsin-Milwaukee.

Brandon Gumz

Compliance Anyalst
Contact

Brandon serves as a Compliance Analyst for Madison. Before joining Madison, Brandon graduated from UW – Madison with a B.S. in Agriculture and Applied Economics and a Certificate in Business Management.

Matt Hayner, CFA®

Large Cap Portfolio Manager/Analyst
Contact

Matt, CFA, serves as a portfolio manager for Madison’s large-cap strategies and is an equity analyst for Madison’s U.S. Equity Team. Matt has been working in the financial services industry since 2002 and joined Madison in 2002. He earned his B.S. in chemistry from Eastern Illinois University and his MBA from the University of St. Thomas.

Ben Heidemann

Marketing, Investment Research & Communication Leader
Contact

Ben joined the Madison Investments organization in 2011 and is a member of the firm’s Marketing, Investment Research & Communications Team. Ben is FINRA registered and holds a B.A. degree from the University of Wisconsin-Madison.

Tricia Hendrickson

Senior Operations Administrator
Contact

Prior to joining Madison, Ms. Hendrickson worked at CIGNA Retirement and Investment Services in Dubuque, IA. Tricia is a graduate of the University of Wisconsin-Platteville with a B.A. in economics and business administration with a marketing emphasis.

Mark Henrickson, CFA®

Chief Financial Officer
Contact

Mr. Henrickson, CFA, serves as Madison's Chief Financial Officer. Prior to joining Madison, Mr. Henrickson served as Chief Operating Officer and Chief Financial Officer at Madison-based AquaMost. Additional experience includes senior management at Broadwind Energy, research analyst with RW Baird and CPA with Deloitte. Mr. Henrickson holds a B.S. in accounting from the University of Wisconsin-Milwaukee.

Mai Chou Her

Accounts Payable Specialist
Contact

Greg Hoppe

Chief Financial Officer of Mutual Funds
Contact

Mr. Hoppe serves as Vice President and Treasurer for the Madison and Ultra families of mutual funds as well as the Madison Covered Call and Equity Strategy Fund and Madison Strategic Sector Premium Fund. Mr. Hoppe was previously Chief Financial Officer of Amcore Bank-South Central and prior to that a CPA with McGladrey & Pullen working with financial services clients. He graduated from the University of Wisconsin with a BBA in Accounting and Finance.

David Hottmann, CFA®

CPA, Portfolio Manager
Contact

David, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. David has been working in the financial services industry for over 25 years; he joined Madison in 2009. He earned his BBA in accounting & finance from the University of Wisconsin-Madison. David is a member of the Investment Strategy Committee.

Kala Hover

Sales & Marketing Coordinator
Contact

Ms. Hover serves as Sales & Marketing Coordinator for Madison’s Business Development Team. Prior to joining Madison, Ms. Hover worked in marketing and project management for commercial real-estate and retail. Kala earned a degree in communications from the University of Wisconsin-Whitewater.

Hannah Hubertz

Operations Administrator
Contact

Sue Huxtable

Client Service & Technology Administrator
Contact

Ms. Huxtable began working in the financial services industry in 1988, and has been with Madison since 2000. Her primary roles include client administration and accounting support.

Alyssa Johnson

Insurance Investment Analyst
Contact

Ms. Johnson joined the Madison organization in 2003 and oversees the investment accounting and reporting of our Insurance Asset Management Division. She began her insurance career with Marsh & McClennan where she focused on large commercial and industrial projects. Ms. Johnson holds a B.S. in Business Management from Arizona State University.

Connor Jones

U.S. Equity Analyst
Contact

Connor Jones is an Equity Analyst on Madison’s U. S. Equity Team. His primary focus is on the small cap equity research effort. Connor joined Madison from Marquette University where he received a B.S. in Business Administration with a major in Finance and was a student in the selective Applied Investment Management Program.

Steve Joyce

IT Manager
Contact

Mr. Joyce serves as the firms IT Manager. Before joining Madison Investments, he was the IT Manger with a local mid-sized physicians group. Previous to that, Mr. Joyce served as a Regional Technology Coordinator for a top 15 accounting firm. Mr. Joyce holds a BS in Management Information Systems and an AS in Finance. Mr. Joyce has received numerous networking and systems administration certifications over his 15+ years of experience.

Drew Justman, CFA®

Dividend Income & Covered Call Portfolio Manager
Contact

Drew, CFA serves as a portfolio manager on Madison's covered call, dividend income and value strategies. Drew has been working in the financial services industry since 2001 and joined Madison in 2005. He earned his BBA in finance and economics and M.S. in finance from the University of Wisconsin-Madison, specializing in the Applied Security Analysis Program. Prior to joining Madison he worked at Merrill Lynch.

Richard E. Lane, CFA®

Small Cap Portfolio Manager/Analyst
Contact

Rick has been working in the financial services industry since 1982. He specializes in small cap portfolio management for Madison. His main areas of investment focus are Financial and Industrial sectors. Prior to joining Madison, Rick served on Broadview Advisors’ small cap strategy and all cap strategy as a Portfolio Manager. Prior to that he worked with Fiduciary Management, Cleary Gull Reiland & McDevitt and Stein Roe & Farnham. Rick holds a MS and BA from University of Wisconsin and graduated from the Applied Security Analysis Program.

Valerie Larson

Trade Settlement Administrator
Contact

Valerie graduated from Washington & Jefferson College with a degree in Accounting. Previously, she worked at Mellon Financial in Pittsburgh, with a focus on trade settlement issues for large insurance companies.

Paul Lefurgey, CFA®

CEO, Co-Head of Fixed Income, Portfolio Manager
Contact

Paul, CFA, serves as Head of Fixed Income for Madison and is the Chief Executive Officer. Paul has been working in the financial services industry since 1989 and joined Madison in 2005. He earned his B.A. in accounting from Michigan State University. Paul is a member of the Investment Strategy Committee.

Bob Lindner

Director of Credit Union Business Development
Contact

Mr. Lindner is Director of Credit Union Business Development. He has more than 20 years of industry experience. Prior to joining Madison, he was Director of Managed Accounts at CUNA Mutual Group. Mr. Lindner was also responsible for Investment Advisory Services at MEMBERS Capital Advisors. He holds a BBA in Marketing from University of Wisconsin and an MBA from Edgewood College and is FINRA registered.

Katlin Longfield

Senior Financial Accountant
Contact

Ms. Longfield serves as our firm’s Senior Financial Accountant. Prior to joining the firm in 2012, she was a Senior Tax Accountant working with a broad range of clients with Grant Thornton LLP in Madison and Milwaukee. Ms. Longfield graduated from the University of Wisconsin-La Crosse with a BS in Accounting and Finance and is a licensed Certified Public Accountant.

Mark Lutz

Investment Specialist
Contact

Mark is a member of the Business Development team and is the Investment Specialist covering the East Coast for Madison Investments. He has been working in the financial services industry since 2009. Mark earned a B.S. in Finance from the University of Vermont and is FINRA registered.

Joe Maginot

U.S. Equity Analyst
Contact

Joe is an equity analyst for Madison’s U.S. Equity Team. He has worked in the financial services industry since 2012 and joined Madison in 2019. Joe earned his B.A. in chemistry and minor in economics from Indiana University. Prior to joining Madison, he was an Investment Analyst at Zuckerman Investment Group.

Michael Massel, CFA®

Fixed Income Analyst
Contact

Michael, CFA, serves as an analyst for Madison’s Fixed Income Team. Michael has been working in the financial services industry since 2012 and joined Madison in 2017. He earned his B.S. from the University of Illinois-Urbana-Champaign.

Jeffrey Matthias, CFA®, CIPM®

Portfolio Manager
Contact

Jeff, CFA, CIPM, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in tax-exempt municipal bond portfolios. Jeff has been working in the financial services industry since 1987 and joined Madison in 2011. He earned his B.S. in finance from the University of Wisconsin-Platteville and his MBA in finance from the University of Wisconsin-Whitewater.

Denise Mazzara

Client Relationship Manager
Contact

Denise plays a key role in supporting Madison's client service functions. She has over 30 years of experience in the investment industry. She joined Madison from MEMBERS Capital Advisors (MCA) where she was involved with marketing and field support. Prior to her role at MCA, she held positions at Strong Capital Management, Morgan Stanley Smith Barney and US Bank. She holds a BA in Business Administration from Lakeland College and is FINRA registered.

Tim McDowell

Chief Compliance Officer for MFD Distributor, LLC
Contact

Tim serves as Madison’s Chief Compliance Officer for MFD Distributor LLC. He has over twenty years of industry experience. He joined Madison in November of 2018. Recently, Mr. McDowell served as Chief Compliance Officer for Jackson National life Distributors, LLC, overseeing the Compliance program for approximately 500 internal and external wholesalers and managing the firm’s relationship with FINRA. He graduated summa cum laude with a Bachelor’s degree in Finance from Western Illinois University. Mr. McDowell holds FINRA Series 4, 7, 14, 24, 63 and 99 registrations, is a Certified Regulatory and Compliance Professional and Certified Anti-Money Laundering Specialist.

Donald Miller, CFA®

Head of Insurance Solutions, Insurance Portfolio Manager
Contact

Mr. Miller, CFA, joined our firm with over 20 years of insurance company and bank investment management experience. Mr. Miller managed both the fixed income and equity portfolios for Illinois Mutual Life Insurance Company for 15 years prior to joining Madison Scottsdale. Don also previously served as an investment officer and portfolio manager for Bank One Investment Advisors in Central Illinois. He currently holds the CFA designation and has an MBA from Bradley University in addition to his undergraduate degree in Finance from Creighton University and a General Banking degree from the University of Illinois.

Brian Milligan, CFA®

U.S. Equity Analyst
Contact

Brian, CFA, serves an equity analyst for Madison’s U.S. Equity Team. Brian has been working in the financial services industry since 2004 and joined Madison in 2019. He earned his B.S. in finance from Trine University and MBA from the University of Notre Dame. Prior to joining Madison in 2019, Brian was with Schwartz Investment Counsel where he helmed the Ave Maria Growth Fund. Prior to joining Schwartz in 2014, he was with Standard and Poor’s in their corporate ratings unit.

Sarah Morken

Human Resources Manager
Contact

Sarah serves as Madison’s Human Resources Manager. Prior to joining Madison, Sarah was the Director of Human Resources for a technology start-up in Madison. A North Dakota native, Sarah was the Executive Team Leader of Human Resources for Target in North Dakota. She has over 9 years of Human Resource experience, as well as 10 years of Leadership experience. Sarah holds a B.A. in Organizational Communication and English Writing from Concordia College in Moorhead, Minnesota.

Chris Nisbet, CFA®

Portfolio Manager
Contact

Chris, CFA, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in government and corporate bond portfolios. Chris has been working in the financial services industry since 1990 and joined Madison in 1992. He earned his B.S. in economics and M.S. in finance and investments from the University of Wisconsin-Madison.

Josh Oldenburg

Investment Specialist
Contact

Josh is a member of the Business Development team and is the Investment Specialist covering the West Coast, and the Four Corners for Madison Investments. He has been working in the financial services industry since 2018. Josh earned a BBA in Finance from the University of Wisconsin-Whitewater and is FINRA registered.

Leslie Oliversen

Regional Investment Director & Strategic Accounts Manager
Contact

Leslie is a member of Madison’s Business Development team and serves as Central/Four Corners Regional Director and Strategic Accounts Manager. She works closely with Madison’s regional directors and investment management teams, providing services to financial advisers at broker/dealers, RIAs and bank & trusts. As a Strategic Accounts Manager, she helps manage relationships with key partners at home-offices. Leslie holds an undergraduate degree from Edgewood College and is FINRA registered.

Allen Olson, CFA®

Portfolio Manager/Analyst
Contact

Allen, CFA, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in corporate-only and credit research. Allen has been working in the financial services industry since 1998 and joined Madison in 2002. He earned his B.S. in economics from the University of Wisconsin-Green Bay and M.S. in management from the University of Wisconsin-Milwaukee.

Michael Peters, CFA®

Portfolio Manager
Contact

Mike, CFA, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in taxable and tax-free strategies. Mike has been working in the financial services industry since 1987 and joined Madison in 1997. He earned his B.S. in business administration from Valparaiso and his MBA from Indiana University.

Greg Poplett, CFA®

Portfolio Manager
Contact

Greg, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in government and corporate bond portfolios. Greg has been working in the financial services industry since 1983 and joined Madison in 2004. He earned his B.S. in business administration from Illinois State University and his MBA from Western Illinois University.

Uka Purev-Ochir

Investment Research and Communications Associate
Contact

Ms. Purev-Ochir is responsible for supporting Madison’s sales and marketing teams, focusing primarily on the completion of due diligence requests and third-party investment databases. She earned her bachelor’s degree in Finance from University of Wisconsin Oshkosh. She began her career as a Financial Examiner in the Banking Division of the State Department of Financial Institutions prior to joining the Business Development team in 2020.

Sarah Quam

Receptionist & Office Administrator
Contact

Ms. Quam is Receptionist and Office Administrator for MIA. She supports the Client Services group, and manages front desk communications, company events, vendor services, and building maintenance. Sarah previously worked as Executive Assistant to Centex Commercial Development's Regional Vice Presidents, and Owner of Home Instead Senior Care in Dallas, before joining MIA in 2019.

Renee Resch

Client Service Associate
Contact

Ms. Resch, a graduate of Arizona State University, oversees and coordinates client service, acts as our back-office operations liaison, facilitates trade order management and settlement, and client reporting. She also acts as the primary custodial account manager and Clearwater Analytics liaison.

Laura Richardson

Performance Analyst
Contact

Laura is responsible for GIPS performance and AUM data analysis at Madison. Prior to Madison, she was employed at SVA Plumb Trust Co/Wisconsin Capital Management LLC and held positions as as Senior Securities Trader and Trust & Operations Accountant. Laura received a B.S. in Accounting & Business/Finance at University of Wisconsin-Platteville.

Chris Ridberg

Regional Investment Director
Contact

Mr. Ridberg is part of the Madison Business Development Team and is based in Charlotte, NC. He is a Regional Director responsible for developing and maintaining relations in the Southeast. He has been working in the financial services since 2001. Prior to joining Madison Investments this year, he served in a similar capacity at Van Eck Global, and before that held similar positions at Sentinel Investments and Evergreen Investments. Mr. Ridberg holds a BS in Business Administration, concentration: Finance and Accounting for Mars Hill University.

Sherri Ring

Client Service Administrator
Contact

Ms. Ring has served in the client services area of Madison Investment Advisors for more than 30 years and is the firm's longest-term employee aside from Madison's founder. Ms. Ring is vital to Madison as her primary responsibilities include managing the day-to-day operations of quarterly account reporting and fee billing for our regular managed clients.

Andy Romanowich, CFA®

Mid Cap Portfolio Manager/Analyst
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Andy, CFA, serves as an portfolio manager for Madison’s U.S. Equity Team. Andy has been working in the financial services industry since 2004 and joined Madison in 2009. He earned his B.S. and M.S.
in finance from the University of Wisconsin-Madison, specializing in the Applied Security Analysis Program.

Alyssa Rudakas, CFA

Equity Analyst
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Alyssa Rudakas is a fundamental analyst and responsible for multi-sector coverage. She joined the Growth Team in 2011 as a research associate. Alyssa began her career at Dundee Securities Corporation where she worked as a licensed sales assistant. She holds a Bachelor of Commerce degree from the University of Calgary. She is a CFA® charterholder and a member of the CFA Society Toronto. Alyssa became HGI's CCO effective June 2016.

Patrick Ryan, CFA®

Head of Multi-Asset Solutions, Portfolio Manager
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Patrick, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. Patrick has been working in the financial services industry since 2000 and joined Madison in 2009. He earned his BBA in finance from the University of Wisconsin-Madison.

Mike Sanders, CFA®

Co-Head of Fixed Income, Portfolio Manager
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Mike, CFA, serves as a Co-Head of Fixed Income and portfolio manager for Madison’s Fixed Income Team, specializing in credit research. Mike has been working in the financial services industry since 2004 and joined Madison in 2013. He earned his BBA in finance from St. Norbert College, M.S. in economics from Marquette University and a MBA in analytical finance and accounting from the University Of Chicago Booth School Of Business.

Chris Schroeder

Portfolio Manager/Analyst
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Chris serves as a portfolio manager and credit analyst for Madison’s Fixed Income Team, specializing in high yield. Chris has been working in the financial services industry since 1997 and joined Madison in 2015. He earned his B.S. in mathematics from the University of Wisconsin-Madison and his MBA from Edgewood College.

Eric Schuettpelz

Equity Trader
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Eric plays a key role in the equity-trading portion of the operations department at Madison. Prior to joining Madison in 2002, he served as a client service representative for a financial planning firm in the Madison area. Eric received his degree in Finance and Economics from the University of Wisconsin-Eau Claire.

Alan Shepard, CFA®

Portfolio Manager/Analyst
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Alan, CFA, serves as a portfolio manager and credit analyst on Madison’s Fixed Income Team, specializing in corporate only and credit research. Alan has been working in the financial services industry since 1988 and joined Madison in 2011. He earned his B.S. in finance and economics from the University of Delaware and his MBA from the University of Wisconsin-Madison, specializing in the Applied Security Analysis Program.

Molly Smith

Senior Accountant
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Betty Tam

Equity Analyst
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Betty Tam rejoined the Growth Team in 2006 and is responsible for the management of information systems within the portfolio management process. She is also a key member of the Quantitative Research effort at HGI. Betty began her career specializing in systems integration and enhancement. Her experience includes working at Indago Capital Management / Laketon Investment Management as the Director of Administration, Scotia Cassels Investment Counsel Limited as Manager of Portfolio Operations and at Perimeter Financial Corporation in the Asset Management Services Division as Operations Manager. Betty holds a Bachelor of Business Management degree from Ryerson University.

Patrick Tan

Equity Analyst
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Patrick Tan is a senior member of the growth investment team. Patrick and Tom were initial founders of the Growth Team in 1996 when they were with Indago Capital Management. As an equity analyst; Patrick is responsible for fundamental equity analysis for the international equity portfolios. He is also a key member of the Quantitative Research effort at HGI. Previously, he was involved in quantitative analysis of portfolios, program trading, research technology, database management and performance measurement. He holds a Bachelor of Arts degree in Commerce and Economics from the University of Toronto.

Thomas R.H. Tibbles CFA

Portfolio Manager
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Tom Tibbles serves as CEO & CIO of Hansberger Growth Investors, L.P. (“HGI”) as well as serving on the firm’s Governing Board. In his role, Tom is a portfolio manager as well as being responsible for asset allocation and risk management decisions. He is also a key member of the Quantitative Research effort at HGI. Prior to joining our predecessor firm, Hansberger Global Investors, Inc. (“Old HGI”), in 1999, Tom headed up the Global Equity Team at Indago Capital Management in Toronto, an affiliate of Canada Life. Tom and Patrick were initial founders of the Growth Team in 1996 when they were with Indago Capital Management. Tom holds a Bachelor of Commerce degree with distinction from the University of Toronto, Trinity College. While attending the University of Toronto, he was awarded the Martin R. Lindsay Scholarship for performance in advanced finance and a Trinity College Scholarship for overall performance. He is a CFA® charterholder and a member of the CFA Society Toronto.

Haruki Toyama

Director of Research, Mid Cap Portfolio Manager/Analyst
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Haruki serves as a portfolio manager for Madison’s mid-cap strategies and is an equity analyst for Madison’s U.S. Equity Team. Haruki has been working in the financial industry since 1994 and joined
Madison in 2014. He earned his B.A. in music and economics from Brown University and MBA from Cornell University.

Lisa Vieth

Fixed Income Trading & Operations Administrator
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Lisa joined Madison Investment Advisors in 2002 where she assists the operations team primarily with fixed-income trading activity. She brings to Madison more than 15 years office management expertise. Lisa has a BS in Business Administration from Illinois State University.

Terese Welch

Marketing Associate
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Ms. Welch is a member of the Marketing team focusing primarily on design and creation of the firms marketing materials and is a liaison with the Chief Compliance Officer. Prior to joining Madison in 2012, she held the positions of owner, manager and sales person for a successful start-up company. She earned a degree in marketing from Madison College.

Kevin Wentworth

Regional Investment Director
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Mr. Wentworth is a Regional Director on Madison Investment’s Business Development Team and is based in the Dallas-Fort Worth area. Utilizing over 20 years of industry experience, Kevin is responsible for developing and maintaining relationships in the South-Central part of the country. He comes to Madison Investments from Cavanal Hill Investment Management (a division of the Bank of Oklahoma) and, prior to that, served in a similar capacity at Morgan Stanley Investment Management (MSIM) and also J.P. Morgan Asset Management. Mr. Wentworth holds a BA in Accounting from Saint Leo University and is FINRA registered.

Tena Wild

Client Service Administrator
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Ms. Wild has over 30 years of financial services experience, including over 20 years with Madison Investment Advisors. Her primary roles include client administration and accounting support.

“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. MAM and MIA are registered as an investment adviser with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison's toll-free number is 800-767-0300. | Any performance data shown represents past performance. Past performance is no guarantee of future results. | Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate. | This website is intended to be for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.