• Key Contacts

Resource Team Contact Information

Sales/Managed Accounts
Practice management, sales support
Positioning with credit unions or clients
Business plan development

Madison Investment Specialists
888.971.7135


Bob Lindner
608.216.9196

bobL@madisonadv.com

Marketing/Managed Accounts

Mindy Endres
608.216.9143
mindiE@madisonadv.com


Vicki Chaussee
608.216.9191
vickic@madisonadv.com

Investments/Managed Accounts
Investment and portfolio construction questions.

Dave Hottmann, Portfolio Manager
608.216.9104
dhottmann@madisonadv.com

Patrick Ryan, Portfolio Manager
608.216.9195
patrickr@madisonadv.com

Managed Account Paperwork/Operations/Proposals

Madison Managed Account Program Advisor Services Team

Iain McEwan, VP, Client Services Manager
Kim Mendoza, AVP Supervisor
Amanda Austin
Will Danay
Jenna Petersen
Linda Hukill
Matt Simpson
Linda Hukill

 

Envestnet

Phone: 888.434.5430
Fax: 312.621.7071
Email:
MadisonSupport@envestnet.com
8:00 a.m. - 6:00 p.m. Central Time