Top 20 Investment Management Companies in Madison

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Below is the list of Top 20 Investment Management Companies in Madison ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Madison

1. State Of Wisconsin Investment Board

Industry: Investment Management

Location: Madison, Wisconsin

Company Founded: 1951

Company Size: 51-200

Company Address: 121 East Wilson, Madison, Wisconsin, United States

State Of Wisconsin Investment Board Contact Details

Name Title LinkedIn Phone Email
Brian Nobis Private Equity Senior Investment Officer
Victoria Tucker Recruiting Director
Tunc Dayioglu Managing Analyst
Samir Datta Director, Financial Planning And Analysis
Michael Ebeling Managing Analyst-global Technology Sector
Chris Eckerman Portfolio Manager - Private Equity Co-investments
Chris Prestigiacomo Portfolio Manager
Requires/Intent and 63 more Employees
Financial Due Diligence
IoT
Institutional Asset Management
CRM Systems
and more

2. Cuna Brokerage Services, Inc

Industry: Investment Management

Location: Madison, Wisconsin

Website: cunabrokerage.com

Company Founded: 1985

Company Size: 201-500

Company Address: 5910 Mineral Point, Madison, Wisconsin, United States

Cuna Brokerage Services, Inc Contact Details

Name Title LinkedIn Phone Email
Paula Jurcenko Director Of Product Strategy
Blaire Puls Compliance Analyst Iii
Lutcf Ric Pearson Senior Consultant, The Center For Advisor Excellence
Cameron Clark Financial Advisor
Cameron Clark Financial Advisor
David Fitzgerald Financial Advisor
Stephen Martin Financial Advisor
Requires/Intent and 61 more Employees
Web Development
Automation
E-commerce Integration
Hedge Fund Strategies
IPO Advisory
and more

3. Madison Investment Advisors

Industry: Investment Management

Location: Madison, Wisconsin

Website: madisonadv.com

Company Founded: 1974

Company Size: 51-200

Company Address: 550 Science Drive, Madison, Wisconsin, United States

Madison Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Mike Glatkowski National Sales Director
Maya Bittar Portfolio Manager
Crcp Tim Mcdowell Chief Compliance Officer, Mfd Distributor, Llc
Mark Henrickson Chief Financial Officer
Omeade Hekmat Chief Operating Officer
Courtney Dean Vice President, Director Of Strategic Accounts
Chris Schroeder Fixed Income Portfolio Manager
Requires/Intent and 21 more Employees
Investor Relations & Reporting
Risk Management & Compliance
Web Development
Market Research
AI Chatbots
and more

4. Conscious Capital Management

Industry: Investment Management

Location: Madison, Wisconsin

Website: ccminvestment.com

Company Founded: 2011

Company Size: 1-10

Company Address: 6314 Odana Road, Madison, Wisconsin, United States

Conscious Capital Management Contact Details

Name Title LinkedIn Phone Email
Brian Bengry President
Requires/Intent
IoT
Digital Asset & Cryptocurrency Investment
Sales
Hedge Fund Strategies
and more

5. Thompson Investment Management, Inc.

Industry: Investment Management

Location: Madison, Wisconsin

Website: thompsoninvest.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1255 Fourier Drive, Madison, Wisconsin, United States

Thompson Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Morgan Mueller Retirement Plan Specialist At Thompson Investment Management, Inc
Patsy Endres Fund Accountant
Amy Cameron Senior Investment Accountant
Ethan Hill Senior Security Trader
Becky Henkel Senior Account Administrator
Jason Stephens Portfolio Manager And Chief Executive Officer
Dan Bagin Research Analyst
Requires/Intent and 6 more Employees
AI-Powered Financial Forecasting
IPO Advisory
Investor Relations & Reporting
and more

6. Inventure Capital

Industry: Investment Management

Location: Madison, Wisconsin

Website: inventure-capital.com

Company Founded: 2009

Company Size: 1-10

Company Address: 2820 Walton Commons West, Madison, Wisconsin, United States

Inventure Capital Contact Details

Name Title LinkedIn Phone Email
Michael Thorson Co-founder And Managing Director
Requires/Intent
Compliance & Risk Management
Automation
Software Development
and more

7. Lancaster Investments

Industry: Investment Management

Location: Madison, Wisconsin

Website: lancasterinvts.com

Company Founded: 2013

Company Size: 1-10

Company Address: 2 East Mifflin Street, Madison, Wisconsin, United States

Lancaster Investments Contact Details

Name Title LinkedIn Phone Email
Jon Lancaster Managing Director
Tracy Yaktus Project Development
Corbin Joyce Investment Analyst
Don Brumm Advisor
Requires/Intent
Robo-Advisors & AI Trading
Accounting
Portfolio Management Solutions
Compliance & Risk Management
Predictive Analytics
and more

8. Masa Partners

Industry: Investment Management

Location: Madison, Wisconsin

Website: masaimpact.com

Company Founded: 2015

Company Size: 1-10

Masa Partners Contact Details

Name Title LinkedIn Phone Email
Max Duckworth Co-founder
Requires/Intent
CRM Systems
Customer Relationship Management
and more

9. Yahara Wealth Management Llc

Industry: Investment Management

Location: Madison, Wisconsin

Website: yaharawealth.com

Company Founded: 2013

Company Size: 1-10

Company Address: 725 Heartland Trail, Madison, Wisconsin, United States

Yahara Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Leonard Barry Founder And President, Yahara Wealth Management Llc
Andrew Crone Associate Wealth Advisor
Andrew Crone Associate Wealth Advisor
Requires/Intent
Mobile App Development
Automation
and more

10. 2nd Market Capital Advisory Corporation

Industry: Investment Management

Location: Madison, Wisconsin

Website: 2ndmarketcapital.com

Company Founded: 1991

Company Size: 1-10

Company Address: 650 North High Point Road, Madison, Wisconsin, United States

2nd Market Capital Advisory Corporation Contact Details

Name Title LinkedIn Phone Email
Simon Bowler Chief Communications Officer
Dane Bowler Chief Information Officer
Requires/Intent
Investor Relations & Reporting
AI Chatbots
Mobile App Development
and more

11. Wisconsin Capital Management

Industry: Investment Management

Location: Madison, Wisconsin

Website: wiscap.com

Company Founded: 1984

Company Size: 1-10

Company Address: 8020 Excelsior Drive, Madison, Wisconsin, United States

Wisconsin Capital Management Contact Details

Name Title LinkedIn Phone Email
Daniel Bütz Analyst
Penny Hart Client Service Manager
Gregory Washington Senior Technician
Requires/Intent
Financial Management
Sales
Branding
Public Relations
and more

12. Wisconsin Investment Partners

Industry: Investment Management

Location: Madison, Wisconsin

Website: metabiologics.com

Company Founded: 2000

Company Size: 1-10

Company Address: P/o Box 45919, Madison, Wisconsin, United States

Wisconsin Investment Partners Contact Details

Name Title LinkedIn Phone Email
Bob Wood Co-manager
Requires/Intent
Smart Contracts For Investment
Branding
and more

13. Eckoma Capital

Industry: Investment Management

Location: Madison, Wisconsin

Website: eckoma.com

Company Size: 1-10

Eckoma Capital Contact Details

Name Title LinkedIn Phone Email
Dana Eckstrom Partner
Requires/Intent
Cloud Solutions
Institutional Asset Management
Market Research
Data Security
and more

14. Greenpoint Asset Management

Industry: Investment Management

Location: Madison, Wisconsin

Website: greenpointfunds.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1200 John Q Hammons Drive, Madison, Wisconsin, United States

Greenpoint Asset Management Contact Details

Name Title LinkedIn Phone Email
Michael Hull Managing Partner
Requires/Intent
Portfolio Management Solutions
CRM Systems
Financial Due Diligence
FinTech Solutions For Investment Firms
Global Market Trend Analysis
and more

15. Holt-smith Advisors

Industry: Investment Management

Location: Madison, Wisconsin

Website: holtsmithadvisors.com

Company Founded: 1987

Company Size: 1-10

Company Address: 5201 East Terrace Drive, Madison, Wisconsin, United States

Holt-smith Advisors Contact Details

Name Title LinkedIn Phone Email
Beth Korth Chief Operations Officer
Beth Korth Chief Operations Officer
Requires/Intent
Technology
Institutional Asset Management
M&A Advisory
Hedge Fund Strategies
Risk Management & Compliance
and more
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Madison Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Brian Nobis State Of Wisconsin Investment Board Private Equity Senior Investment Officer
2 Victoria Tucker State Of Wisconsin Investment Board Recruiting Director
3 Tunc Dayioglu State Of Wisconsin Investment Board Managing Analyst
4 Samir Datta State Of Wisconsin Investment Board Director, Financial Planning And Analysis
5 Michael Ebeling State Of Wisconsin Investment Board Managing Analyst-global Technology Sector
6 Chris Eckerman State Of Wisconsin Investment Board Portfolio Manager - Private Equity Co-investments
7 Chris Prestigiacomo State Of Wisconsin Investment Board Portfolio Manager
8 Paula Jurcenko Cuna Brokerage Services, Inc Director Of Product Strategy
9 Blaire Puls Cuna Brokerage Services, Inc Compliance Analyst Iii
10 Lutcf Ric Pearson Cuna Brokerage Services, Inc Senior Consultant, The Center For Advisor Excellence
11 Cameron Clark Cuna Brokerage Services, Inc Financial Advisor
12 Cameron Clark Cuna Brokerage Services, Inc Financial Advisor
13 David Fitzgerald Cuna Brokerage Services, Inc Financial Advisor
14 Stephen Martin Cuna Brokerage Services, Inc Financial Advisor
15 Mike Glatkowski Madison Investment Advisors National Sales Director
16 Maya Bittar Madison Investment Advisors Portfolio Manager
17 Crcp Tim Mcdowell Madison Investment Advisors Chief Compliance Officer, Mfd Distributor, Llc
18 Mark Henrickson Madison Investment Advisors Chief Financial Officer
19 Omeade Hekmat Madison Investment Advisors Chief Operating Officer
20 Courtney Dean Madison Investment Advisors Vice President, Director Of Strategic Accounts
21 Chris Schroeder Madison Investment Advisors Fixed Income Portfolio Manager
22 Brian Bengry Conscious Capital Management President
23 Morgan Mueller Thompson Investment Management, Inc. Retirement Plan Specialist At Thompson Investment Management, Inc
24 Patsy Endres Thompson Investment Management, Inc. Fund Accountant
25 Amy Cameron Thompson Investment Management, Inc. Senior Investment Accountant
26 Ethan Hill Thompson Investment Management, Inc. Senior Security Trader
27 Becky Henkel Thompson Investment Management, Inc. Senior Account Administrator
28 Jason Stephens Thompson Investment Management, Inc. Portfolio Manager And Chief Executive Officer
29 Dan Bagin Thompson Investment Management, Inc. Research Analyst
30 Michael Thorson Inventure Capital Co-founder And Managing Director
31 Jon Lancaster Lancaster Investments Managing Director
32 Tracy Yaktus Lancaster Investments Project Development
33 Corbin Joyce Lancaster Investments Investment Analyst
34 Don Brumm Lancaster Investments Advisor
35 Max Duckworth Masa Partners Co-founder
36 Leonard Barry Yahara Wealth Management Llc Founder And President, Yahara Wealth Management Llc
37 Andrew Crone Yahara Wealth Management Llc Associate Wealth Advisor
38 Andrew Crone Yahara Wealth Management Llc Associate Wealth Advisor
39 Simon Bowler 2nd Market Capital Advisory Corporation Chief Communications Officer
40 Dane Bowler 2nd Market Capital Advisory Corporation Chief Information Officer

Investment Management companies in different cities of Wisconsin

No. Industry Number of Contacts Download
1 Investment Management Companies in Milwaukee 2875