• Our People

Madison is an independent, employee-owned and managed firm with more than half of our staff sharing ownership in the firm.  Our seasoned investment professionals bring excellence to the client's overall experience  -- excellence in investment management and excellence in client service. 

Madison's Distinct Investment Teams

U.S. Equity Investment Team

Fixed Income Investment Team

Asset Allocation Investment Team

Covered Call and Growth Investment Team

U.S. Value Equity Investment Team

Insurance Asset Management Team (Scottsdale)

International and Global Investment Team (NorthRoad)

Executive Management Team

Madison Wealth Management

Operations Team

Mutual Funds and Closed End Funds Administration

Client Service Team

Business Development Team

Corporate Finance, Compliance and Legal 


Board of Directors

Frank Burgess, Founder

Kay Frank, Executive Director/Chief Operating Officer

Paul Lefurgey, Executive Director/Head of Fixed Income

Mike Schlageter, Executive Director/Chief Marketing Officer

Jay Sekelsky, Executive Director/Chief Investment Officer