Madison Investment Advisors

Industry: Company

Description

Founded: 1974 Parent organization: Madison Asset Management, LLC

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Madison Investment Advisors Employees

Employee
Years
Job
Industry
Steve M. Joyce Steve M. Joyce Madison, Wisconsin Area Details
Steve M. Joyce's Madison Investment Advisors Experience December 2014 - Present
Job IT Specialist at Madison Investment Advisors
Industry Information Technology and Services
Experience
Madison Investment Advisors   December 2014 - Present
Associated Physicians, LLP  March 2006 - December 2014
Baker Tilly Virchow Krause, LLP  October 1998 - 2006
Madison Development Corporation   February 1993 - August 1998

Skills
Management, IT Management, Business Analysis, Process Improvement, IT Strategy, Business Process..., Accounting, Information Technology, Networking, Training

Education
Upper Iowa University   2009 — 2011
BS, Information Technology Management

Madison Area Technical College
AA, Finance

Kenny Szulczewski Kenny Szulczewski Denver, Colorado Details
Kenny Szulczewski's Madison Investment Advisors Experience May 2012 - August 2012
Job Licensed Stockbroker
Industry Financial Services
Experience
Scottrade  April 2013 - Present
Madison Investment Advisors   May 2012 - August 2012
Prairie-Technologies   2010 - December 2010

Education
University of Colorado at Boulder   2008 — 2012
Bachelor of Arts (B.A.), Economics

University of Wisconsin-Madison   2010 — 2010

Passed Level I of the CFA Program

Elizabeth Fantetti Elizabeth Fantetti Phoenix, Arizona Area Details
Elizabeth Fantetti's Madison Investment Advisors Experience 1993 - 1993
Job Membership Director at the Professional Beauty Association
Industry Nonprofit Organization Management
Experience
Professional Beauty Association  August 2008 - Present
Valley Forward Association   August 2004 - August 2008
Christensen & Associates   1993 - 1996
Madison Investment Advisors   1993 - 1993
Stein Roe   1990 - 1993

Skills
Leadership, Program Management, Marketing Strategy, Marketing, Customer Service, Event Planning, Social Media Marketing, Sales, Public Relations, Team Building, Retail, Social Networking

Education
University of Phoenix   1993 — 1995
BSBA

Arizona State University

Laura Schlageter Laura Schlageter Chicago, Illinois Details
Laura Schlageter's Madison Investment Advisors Experience January 2011 - March 2011
Job Account Supervisor at MSLGROUP
Industry Public Relations and Communications
Experience
MSLGROUP  March 2015 - Present
Weber Shandwick  November 2013 - March 2015
Weber Shandwick  October 2012 - October 2013
Weber Shandwick  October 2011 - October 2012
Weber Shandwick  April 2011 - November 2011
Madison Investment Advisors   January 2011 - March 2011
Community Shares of Greater Milwaukee  September 2010 - December 2010

Skills
Press Releases, Public Relations, Blogging, Facebook, Social Media, Marketing Communications, Editing, Event Planning, Marketing, Spanish, Cision, Editorial, Community Outreach, Research, Photography, Management, Time Management, Media Relations, Strategic Communications

Education
University of Wisconsin-Milwaukee   2006 — 2010
Bachelor of Arts, Communications and Spanish Language and Literature

Universidad de Sevilla   2008 — 2008
Study Abroad Program, Seville, Spain

Tony Babich Tony Babich Greater Philadelphia Area Details
Tony Babich's Madison Investment Advisors Experience April 2002 - March 2014
Job CPA, CFP, CIMA
Industry Investment Management
Experience
Financial Services Executive   March 2014 - Present
Madison Investment Advisors   April 2002 - March 2014
AdvisorPort.com   June 2000 - April 2002
The Mobius Group   June 1995 - June 2000

Skills
SMA Business (Equities..., Key Account..., Public Speaking, Mutual Fund Sales, Sales, Mutual Funds, Investments, Wealth Management, Financial Planning, Asset Management, Financial Services, Business Strategy

Education
California State University-Fullerton   1979 — 1983
Bachelor of Science (BS), Accounting and Finance

Matt Hayner Matt Hayner Madison, Wisconsin Area Details
Matt Hayner's Madison Investment Advisors Experience May 2002 - Present
Job Portfolio Manager at Madison Investment Advisors
Industry Investment Management
Experience
Madison Investment Advisors   May 2002 - Present
Valspar  1995 - 2002

Education
University of St. Thomas - Opus College of Business   1998 — 2001
MBA, Finanace

Eastern Illinois University   1991 — 1995
BS, Chemistry

Steven Kulesza CFP® Steven Kulesza CFP® Phoenix, Arizona Area Details
Steven Kulesza CFP®'s Madison Investment Advisors Experience July 2013 - September 2015
Job Regional Business Development Officer at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services  September 2015 - Present
Madison Investment Advisors   July 2013 - September 2015
Charles Schwab  October 2010 - July 2013
Charles Schwab  February 2008 - October 2010
American Express/Ameriprise Financial   2003 - 2008

Skills
Marketing, Retirement, Sales, Wealth Management, Series 7, Investments, New Business Development, Customer Service, Retirement Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Financial Advisory, Estate Planning, 401k, Portfolio Management

Education
College for Financial Planning   2012 — 2015
CERTIFIED FINANCIAL PLANNER™

The University of Akron   1998 — 2002
Bachelor's degree

Kent State University

Michael Peters, CFA Michael Peters, CFA Madison, Wisconsin Area Details
Michael Peters, CFA's Madison Investment Advisors Experience February 1997 - Present
Job VP & Senior PM Madison Investment Advisors
Industry Investment Management
Experience
PHanToM4   August 2014 - Present
the Church  January 2011 - Present
Civil Air Patrol  January 2004 - Present
Madison Investment Advisors   February 1997 - Present
Wachovia, A Wells Fargo Company  March 1993 - January 1997
Bank of America  March 1990 - March 1993
first bank of whiting   1986 - 1989

Skills
Chartered Financial..., Commissioned Minister..., Investments, Asset Management, Excel, Portfolio Management, Trading, Microsoft Office, Risk Management, Financial Analysis, Fixed Income, Research, Finance, Leadership, Mutual Funds, Microsoft Excel, Asset Managment, Series 7

Education
Concordia Seminary   2010 — 2014
SMP, Pastor Formation

Concordia University-Wisconsin   2005 — 2009
Certified Lay Minister of Religion, Religion

Indiana University-Northwest   1987 — 1989
M.B.A., Finance & Accounting

Valparaiso University   1982 — 1986
B.S. Business Administration, Finance

james madison high school

Rob Roquitte, CFA Rob Roquitte, CFA Greater Chicago Area Details
Rob Roquitte, CFA's Madison Investment Advisors Experience 2010 - Present
Job Managing Director at Madison Investment Advisors
Industry Investment Management
Experience
Madison Investment Advisors   2010 - Present
Allegiant Asset Management  2005 - 2009
Harris Investment Management  1999 - 2005

Education
The University of Chicago Booth School of Business   1996 — 1999
MBA, Finance & Economics

University of Denver   1983 — 1987
BSBA, Finance & Marketing

Christopher Aleman Christopher Aleman New York, New York Details
Christopher Aleman's Madison Investment Advisors Experience March 2015 - Present
Job Vice President Regional DirectorNortheast
Industry Investment Management
Experience
Madison Investment Advisors   March 2015 - Present
J.P. Morgan Securities   March 2008 - February 2015
Bear Stearns  June 2007 - March 2008

Skills
Portfolio Management, Asset Allocation

Education
Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services

St. Mary's University   2004 — 2007
Bachelor of Business Administration (B.B.A.), Double Major: Corporate Finance and Financial Services/Risk Management

Stuart Dybdahl Stuart Dybdahl Middleton, Wisconsin Details
Stuart Dybdahl's Madison Investment Advisors Experience August 2015 - Present
Job Regional Associate, Investment Specialist at Madison Investment Advisors
Industry Financial Services
Experience
Madison Investment Advisors   August 2015 - Present
Northwestern Mutual  June 2014 - August 2015
Northwestern Mutual  June 2012 - June 2014

Education
Luther College   2010 — 2014
Bachelor of Arts (B.A.), Accounting and Business Management double major

Luther College   2010 — 2014
Bachelor of Arts (B.A.), Double Major: Accounting, Business Management

Alan Shepard, CFA Alan Shepard, CFA Madison, Wisconsin Area Details
Alan Shepard, CFA's Madison Investment Advisors Experience 2013 - Present
Job Portfolio Manager at Madison Investment Advisors
Industry Investment Management
Experience
Madison Investment Advisors   2013 - Present
Madison Investment Advisors   2010 - Present
Homestyle Soft Furnishings   2002 - 2008
Midwest Derivatives   1998 - 2001
Probability Based Trading   1995 - 1997
Rosenthal Collins Group  1993 - 1995
Cooper Neff  1988 - 1992

Skills
Interest Rate..., Equities, Trading, Fixed Income Analysis, Commodity Markets, MBS, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Investments, Bonds, Portfolio Management, Options, Credit Analysis

Education
University of Wisconsin-Madison - School of Business   2009 — 2011
MBA, Applied Security Analysis

University of Delaware   1984 — 1988
BS, Economics and Finance

London School of Economics and Political Science   1986 — 1987

Concord High School   1981 — 1984

Leslie (Oliversen) Vlasak Leslie (Oliversen) Vlasak United States Details
Leslie (Oliversen) Vlasak's Madison Investment Advisors Experience March 2011 - Present
Job Regional Associate, Investment Specialist at Madison Investment Advisors
Industry Investment Management
Experience
Madison Investment Advisors   March 2011 - Present
Aerotek  August 2010 - September 2011
The University of South Dakota  December 2009 - July 2010
Midwest Accounting   October 2007 - February 2009

Skills
Customer Service, Marketing, Event Planning, Microsoft Excel, Project Management, Research, PowerPoint, Public Speaking, Microsoft Office, Financial Analysis, Sales, Account Management, Outlook, Team Building, Salesforce.com, Training, Management

Education
Edgewood College   2003 — 2007
BS, Education

MICHAEL GANSFUSS MICHAEL GANSFUSS Dallas/Fort Worth Area Details
MICHAEL GANSFUSS's Madison Investment Advisors Experience July 2014 - Present
Job Regional Director Southeast at Madison Investment Advisors
Industry Financial Services
Experience
Madison Investment Advisors   July 2014 - Present

Education
Boston College   1998 — 2001
BA

Brunswick School   1994 — 1996

Rye Country Day School   1984 — 1993

Jacob Rothman Jacob Rothman Atascadero, California Details
Jacob Rothman's Madison Investment Advisors Experience November 2012 - March 2014
Job Portfolio Manager at Rothman Investment Management
Industry Financial Services
Experience
Rothman Investment Management   January 2015 - Present
Madison Investment Advisors   November 2012 - March 2014
Mayo Capital Partners  September 2005 - October 2012
Albany Area Primary Health Care, Inc.   June 1999 - June 2003

Skills
Equities, Portfolio Management, Equity Research, Investments, Asset Management, Valuation, Finance, Investment Strategies, Financial Analysis, Asset Allocation, Mutual Funds, Alternative Investments, Fixed Income, Investment Management, Asset Managment

Education
University of Virginia Darden School of Business   2003 — 2005
MBA, Finance

California Polytechnic State University-San Luis Obispo   1996 — 1997
Bacherlor of Science, Business Administration

Marya Kazmi Marya Kazmi Streamwood, Illinois Details
Marya Kazmi's Madison Investment Advisors Experience September 2011 - March 2012
Job Senior Project Analyst at Ascension Health
Industry Financial Services
Experience
Ascension Health  December 2014 - Present
Ascension Health  April 2014 - Present
Madison Investment Advisors   September 2011 - March 2012
Huron Consulting Group  August 2006 - December 2009

Skills
Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Business Valuation, Private Equity, Equities

Education
DePaul University   2002 — 2006
Bachelors of Science, Finance and Accounting

Courtney L. Dean Courtney L. Dean Greater St. Louis Area Details
Courtney L. Dean's Madison Investment Advisors Experience 2011 - Present
Job Vice President at Madison Investment Advisors
Industry Financial Services
Experience
Madison Investment Advisors   2011 - Present
NorthRoad Capital Management   2002 - Present
Lazard Asset Management  1997 - 2002

Skills
Asset Allocation, Asset Management, Wealth Management, Investment Strategies, Investment Advisory, Investments, Mutual Funds, Equities

Education
Colgate University
Bachelor of Arts (BA)

New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)

Carol Vander Sluis Carol Vander Sluis Madison, Wisconsin Area Details
Carol Vander Sluis's Madison Investment Advisors Experience June 2009 - Present
Job Vice President at Madison Investment Advisors
Industry Investment Management
Experience
Madison Investment Advisors   June 2009 - Present
CUNA Mutual Group  April 2007 - May 2009
Northern Capital Managment   2003 - 2007
Artisan Partners  1998 - 2003

Skills
Marketing Strategy, Investment Management, Asset Allocation, Management, Fixed Income, Portfolio Management, Equities, Mutual Funds, Asset Management, Retirement, Series 7, Marketing, Investments, Investment Advisory, Alternative Investments, Strategic Planning

Education
Georgia State University   1990 — 1992
MBA, International Business

University of Wisconsin-Madison   1984 — 1988
Bachelor of Science - Finance, Finance

Bart Sargent Bart Sargent Madison, Wisconsin Area Details
Bart Sargent's Madison Investment Advisors Experience May 2009 - Present
Job Senior Accountant / HR Administrator at Madison Investment Advisors
Industry Accounting
Experience
Madison Investment Advisors   May 2009 - Present
Emerson Network Power  May 2005 - May 2009
CUNA Mutual Group  July 2000 - May 2005
Auto Glass Specialists  January 1986 - July 2000

Skills
Payroll, ADP Payroll, PeopleSoft, General Ledger, Human Resources, Account Reconciliation, Oracle, Financial Analysis, Financial Reporting, Microsoft Excel, Outlook, Investments

Education
Madison Area Technical College   1981 — 1983
Associate, Finance

Larry Tabak Larry Tabak Madison, Wisconsin Area Details
Larry Tabak's Madison Investment Advisors Experience June 1997 - December 2014
Job Writer
Industry Writing and Editing
Experience
Freelance Writer  1974 - Present
Madison Investment Advisors   June 1997 - December 2014
Greater Madison Tennis Association   2001 - 2013
American Century Investments  1993 - 1997
United States Tennis Association  June 1982 - September 1991

Skills
Struggling novelist --..., Public Speaking, Asset Management, Mutual Funds, Portfolio Management, Equities, Retirement Planning, Series 7, Asset Managment, Investments, Investment Strategies, Fixed Income, Sports Marketing, Tennis, Options, Estate Planning

Education
Northwestern University

University of Iowa
MA English

Anita Magilke Anita Magilke Phoenix, Arizona Area Details
Anita Magilke's Madison Investment Advisors Experience June 2003 - June 2004
Job Vice President at Rexford Funding LLC
Industry Financial Services
Experience
Rexford Funding LLC   January 2008 - Present
Rexford Funding   January 2008 - October 2009
Richmond American Homes  2006 - 2009
Richmond American Homes  October 2005 - January 2008
Summit Financial  June 2004 - May 2005
Madison Investment Advisors   June 2003 - June 2004
GE Capital-Commercial Finance  May 2002 - August 2002

Education
Arizona State University - W. P. Carey School of Business   2008 — 2010
MBA, Business Administration

University of Wisconsin
Bachelor of Business Administration, Finance, Investments and Banking

Kelly Sandquist Kelly Sandquist Grinnell, Iowa Details
Kelly Sandquist's Madison Investment Advisors Experience February 2011 - February 2012
Job Senior Investment Operations Analyst at Grinnell College
Industry Investment Management
Experience
Grinnell College  July 2013 - Present
home  February 2012 - July 2013
Madison Investment Advisors   February 2011 - February 2012
First Business  August 2008 - February 2011

Skills
Accounting, Financial Analysis, Banking, Financial Accounting, Financial Reporting, Cash Flow, Internal Controls, Cash Management, Fund Accounting, Consolidated Financial..., Financial Modeling

Education
Drake University   1998 — 2002
MBA, Accounting

Russell Mahland Russell Mahland Greater New York City Area Details
Russell Mahland's Madison Investment Advisors Experience 2012 - May 2012
Job Managing Director, Chief Marketing Officer at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments  May 2012 - Present
Madison Investment Advisors   2012 - May 2012
NorthRoad Capital Management LLC   2002 - 2011
Lazard Asset Management  1993 - 2002

Skills
Hedge Funds, Alternative Investments, Marketing, Equities, Asset Management, Investments, Series 7, Asset Allocation, Investment Management, Portfolio Management, Fixed Income, Mutual Funds

Education
Columbia University - Columbia Business School   1999 — 2001
Master of Business Administration (MBA)

Lehigh University   1988 — 1992
BA, International Careers

Wenting Zhang Wenting Zhang Des Moines, Iowa Area Details
Wenting Zhang's Madison Investment Advisors Experience June 2013 - August 2013
Job Junior Analyst Fixed Income at American Equity
Industry Financial Services
Experience
American Equity  May 2015 - Present
Wells Fargo  September 2014 - May 2015
Madison Investment Advisors   June 2013 - August 2013
Wells Fargo  December 2009 - July 2012

Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Statement..., Microsoft Excel, FactSet, Credit Analysis, Fixed Income

Education
University of Wisconsin-Madison - School of Business   2012 — 2014
MBA, Applied Security Analysis

University of Iowa - Henry B. Tippie College of Business   2005 — 2009
Bachelor of Business Administration (BBA), Finance

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