Client Service Team
Kay Frank, Executive Director/Chief Operating OfficerMs. Frank joined the firm in 1986. Today she has responsibility for the day-to-day business operations of the company, and directly oversees all back office and client service functions. In addition, she serves as the President of the firm’s proprietary mutual fund families and has been closely involved in the acquisition and integration of affiliates into the Madison organization. She has been a member of the firm’s Executive Committee since its inception. Ms. Frank received an economics degree with honors from Macalaster College.
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Jeffrey Matthias, CFA, Vice President/Portfolio StrategistMr. Matthias is a member of Madison’s fixed income team, focusing primarily on institutional client relationships. Prior to joining Madison, Mr. Matthias developed member society strategy at the CFA Institute and managed fixed income portfolios at American Family Insurance. Mr. Matthias graduated from the University of Wisconsin with both a BS and MBA in Finance.
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Denise Mazzara, Relationship AssociateMs. Mazzara 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 FINA registered.
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Sherri Ring, Client Services AdministratorMs. Ring has served in the client services area of Madison Investment Advisors for more than 20 years and is the firm's longest-term employee aside from Madison's president and 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.
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Rob Roquitte, CFA, Managing Director and Vice President/Portfolio StrategistMr. Roquitte has over 20 years of investment experience and is actively involved with investment strategy on both equity and fixed income portfolios and interfaces with many of Madison's institutional clients. Prior to joining Madison, he served as lead portfolio manager for several quantitatively focused mutual funds and institutional separate accounts. Mr. Roquitte received his BS in Finance and Marketing from the University of Denver and his MBA in Finance and Economics from the University of Chicago.
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