Marketing and Business Development

Mike SchlageterMike Schlageter, Executive Director/Chief Marketing Officer
Mr. Schlageter provides valuable insights in a variety of key areas of the firm. Applying more than 25 years of investment and industry experience, Mr. Schlageter is directly responsible for overseeing all marketing functions of the organization. Mr. Schlageter obtained his business degree from the University of Notre Dame. Mr. Schlageter joined the firm in August 1986, and has been a member of the firm’s Executive Committee since its inception.
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Mike YaktusMike Yaktus, Managing Director and Director of Sales
Mr. Yaktus leads our business development team, with over 25 years of industry experience. Prior to joining Madison Investment Advisors in 1992, Mr. Yaktus was a financial consultant with Kemper Securities Corp., and a CPA with Grant Thornton. Mr. Yaktus holds a BBA in Finance and Accounting from the University of Wisconsin. In addition, he has obtained the CFP designation.
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Tony BabichTony Babich, Vice President/Eastern Regional Director
Mr. Babich is a member of Madison’s Business Development Team and has been in the financial services industry his entire professional career. Prior to joining Madison, Mr. Babich was an executive with a leading provider of consulting tools for independent advisors and broker/dealers. Mr. Babich graduated from California State University at Fullerton with a BS in Accounting. He earned his CPA and CFP designations in1986 and 1992, respectively, and earned the CIMA® designation in 2004.
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Jeff BakerJeff Baker, Vice President/Western Regional Director
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.
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Steven A. CarlSteven A. Carl, Managing Director/National Accounts Manager
Mr. Carl leads our national account effort and is responsible for business development in the independent channel. He has more than 15 years of investment experience. Prior to joining Madison in 2003, he worked as National Account Manager for Strong Capital Management. Mr. Carl holds a BBA from The University of Wisconsin and maintains the CPA and CIMA® designations.
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Vicki ChausseeVicki Chaussee, Marketing Associate
Ms. Chaussee supports a broad array of marketing functions, with a special focus on the MEMBERS Funds. Prior to joining Madison, she served similar functions with CUNA Mutual Group.
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Courtney DeanCourtney Dean, Vice President
Ms. Dean is the founding Principal responsible for key client relationships at our NorthRoad affiliate. Previously, Ms. Dean was a National Account Manager in third party distribution for Lazard Asset Management. Ms. Dean has a BA from Colgate University and an MBA from New York University’s Stern School of Business.
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Rob FletcherRob Fletcher, Vice President/Southern Regional Director
Mr. Fletcher's primary responsibility is in the area of business development and service and has 25 years of investment industry experience. Prior to joining Madison Investment Advisors, Mr. Fletcher served as Vice President of Mobius Group and as Chief Investment Officer for an independent consulting firm. He is a member of the Investment Management Consultants Association. Mr. Fletcher studied Economics at Christopher Newport University and holds the CIMA® and CFP designations.
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Mark KnipferMark Knipfer, Vice President/Midwest Regional Director
Mr. Knipfer joined Madison in 2002 and has primary responsibilities in the area of business development and service in the Midwest. He was previously a sales and marketing specialist with Hausmann-Johnson Insurance in Madison. Mr. Knipfer earned a BBA from Cardinal Stritch University. He has obtained the CIMA® designation and is FINRA registered.
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Bob LindnerBob Lindner, Vice President
Mr. Lindner is a member of Madison’s Business Development team. 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.
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Heather MeyerHeather Meyer, Assistant Vice President
Ms. Meyer is a member of Madison’s business development team. Prior to joining Madison, she spent 10 years serving institutional clients in equity research at both KeyBanc Capital Markets and RBC Dain Rauscher. Ms. Meyer holds a Bachelor’s degree in Communications from the University of Minnesota and is FINRA registered.
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Lydia MoraskyLydia Morasky, Vice President
Ms. Morasky has primary responsibilities in the area of marketing & communications and has over 25 years of industry experience. Prior to joining Madison Investment Advisors, she held positions with Northwestern Mutual/Baird Securities and Kemper Financial. Ms. Morasky obtained her BS from the University of Wisconsin and is FINRA registered. She also has earned the CIMA® designation and is a member of the Investment Management Consultants Association.
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Tony NicholsTony Nichols, Assistant Vice President
Mr. Nichols has primary responsibility for supporting Madison’s business development team. Prior to joining Madison he was employed by Holt-Smith Advisors and Strong Investments. Mr. Nichols holds a Bachelor’s degree in Economics with minor in Business from the University of Wisconsin and is FINRA registered.
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Leslie OliversenLeslie Oliversen, Marketing Associate
Ms. Oliversen plays a key role in supporting Madison’s sales and marketing teams. Prior to joining Madison Ms. Oliversen worked in the staffing and accounting industries. She holds a B.A. from Edgewood College.
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Scott RaueScott Raue, Vice President
Mr. Raue leads the firm’s business development efforts in the sub-advised and retirement plan markets. He has been in the industry since 1996. Prior to joining Madison in 2011, he worked as National Account Manager for Wells Fargo Advantage Funds and Strong Capital Management. He has obtained the CIMA® designation and is FINRA registered. Mr. Raue graduated from the University of Wisconsin with a BA in Communications & Public Relations and a BBA in Finance.
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Larry TabakLarry Tabak, Vice President
Mr. Tabak has primary responsibilities in the marketing/communications area of Madison Investment Advisors and Mosaic Mutual Funds. Prior to joining Madison Investment Advisors, Mr. Tabak was a communications executive with American Century Mutual Funds and held senior positions with the United States Tennis Association. He was educated at Northwestern University and the University of Iowa, from which he holds a Master's Degree.
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Carol Vander SluisCarol Vander Sluis, Vice President
Ms. Vander Sluis is primarily responsible for the firm’s institutional business development activities. Prior to joining Madison, Ms. Vander Sluis held marketing and client service positions at CUNA Mutual Group, Northern Capital Management and Artisan Partners. She holds a BS in Finance from the University of Wisconsin and an MBA from Georgia State University.
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