E. Brian FinkelsteinChairman and Shareholder
Mr. Finkelstein comes to Madison Trust with over twenty-five years of experience in global financial markets. Previously he has served as President and CEO of Helix Financial Systems, a subsidiary of Cantor Fitzgerald. There he managed the development of systems successfully marketed and sold to major financial institutions. Before that he was the Managing Director of Global Finance Operations at UBS. At UBS he developed the global repo and money market business into one of the strongest financing operations on Wall Street. Mr. Finkelstein has spent the last eight years as Chairman of Broad Financial LLC where he oversees day-to-day operations. As a leader in financial operational management, he provides expert oversight for Madison’s financial and sales infrastructure.
Daniel GleichCEO & President, Board Member, and Shareholder
A tweny-five year veteran of entrepreneurial development, Mr. Gleich has been a pioneer in the Self Directed arena. He served as Managing Director at R.B. Miller & Associates, a broadly focused real estate group whose clients included the Museum of Modern Art and McKesson. Subsequently, he partnered with Mervyn Klein and founded Hudson Development. There he was instrumental in developing large scale projects like the 400,000 sf College Point Graphic Communications Center and Prada USA’s 175,000 sf headquarters. Mr. Gleich has subsequently spent the last ten years as President of Broad Financial where he has overseen the operational aspects of their Self Directed IRA business. Here at Madison, he provides the vision and groundwork that has transformed Madison into the industry’s highest rated custodian.
Mervyn KleinBoard Member and Shareholder
Mr. Klein brings to Madison Trust Co. more than two decades in the industrial real estate sector. A founding partner of LMS Realty, he was responsible for transforming the historic American Can Factory into a thriving hub for the creative arts. As a principal in Hudson Development LLC, he developed the Anheuser-Busch Distribution Facility. Under the banner of MK Read and Company, he served as a technological business consultant bringing together tech savvy startups with industrial leaders like Lucent-Bell. Mr. Klein has spent the last eight years as CEO of Broad Financial where he oversees the business development aspects of their Self Directed IRA business. His acuity in accessing business climate and personality has brought Madison Trust to the forefront of the self-directed retirement industry.
Jim RiswoldBoard Member
Mr. Riswold has 25 years of experience in the financial services and trust industry. He started his career in the accounting department of the First National Bank in Sioux Falls. A year and a half later he transferred to the trust department where he went on to become the Vice President and Manager of the Trust Operations Division. While at the bank he also served as a member of the Trust Executive Committee, the Trust Review Committee, the Bank Operations Committee, and the Bank Strategic Technology Committee. Mr. Riswold served there until his departure in 2002 to participate in the formation of Corundum Trust Company. As a founding member of Corundum, he served as its Chief Operating Officer and a member of the Board. He earned his CTFA designation in July of 2005. Mr. Riswold has also participated in the formation of four other trust companies in South Dakota for whom he also served as a director.
David TimpeCPA, Board Member
Mr. Timpe, a South Dakota resident, retired as a partner in a large regional CPA firm. Due to his extensive financial experience, he’s been called upon to provide interim executive leadership to a number of different organizations. This included serving as the Interim CFO of a start-up internet advertising company, five different Midwestern healthcare facilities, and a telemedicine company. He has also served as the interim CEO of a Midwestern Hospital and School. Currently he serves on a number of Boards in the financial, healthcare, and real estate arenas.
What Employees Love About Madison Trust
Charles KnopfDirector of Operations
Mr. Knopf’s extensive Self Directed IRA experience and considerable talent are reflected in every facet of our organization. Charles’s focus is on addressing emerging trends while ensuring that our existing processes are top of the line. With 5 years of employment in the Self Directed IRA space, attendance at countless industry events, and CISP, AML/BSA certifications, Charles leverages his IRA know-how to make Madison Trust Company the industry leader that it is.
Ms. Hong is the voice of financial acumen within Madison Trust. With over 15 years’ experience, she comes to Madison after having served as the Director of Accounting Operations at Total Care Rx. Currently she oversees Madison’s bookkeeping, payroll, and onboarding for new hires. Ms. Hong also serves as the personal adviser to President Daniel Gleich on all financial matters.
A member of the Madison Trust organization since 2012, Mr. Davidson now serves as its Chief Information Officer. He provides Madison’s technological roadmap, while overseeing an extensive team of developers and digital infrastructure. The expertise and fluidity of his team have enabled Madison to possess the industry’s most efficient platform.
Shaine TimminsManager of Investments Team
Ms. Timmins oversees the long tail execution of investment requests, from the document review stage through the investment funding stage. A former member of Madison Trust’s customer support staff, she is well-versed in many aspects of Madison’s processes and has utilized this knowledge to produce incredible efficiencies.