E. Brian FinkelsteinChairman and Shareholder
E. Brian Finkelstein brings to Madison Trust over thirty 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. As a leader in financial operational management, Mr. Finkelstein provides expert oversight for Madison Trust’s financial and sales infrastructure.
Daniel GleichCEO & President, Board Member, and Shareholder
Daniel Gleich brings to Madison Trust over twenty-five years of entrepreneurial experience. As a hands-on President and CEO, Mr. Gleich is responsible for setting the vision, tone, and culture of our organization. Leveraging his keen financial acumen, entrepreneurial know-how, and creativity, Mr. Gleich is constantly propelling Madison Trust forward and maintaining its position at the forefront of the financial services industry. Additionally, Mr. Gleich is the driving force behind Madison Trust’s amazing “employee-first” culture. Leveraging his extensive training from Disney Institute, Stephen Covey’s 7-Habits, (Taking Flight with) DISC, and Daniel Goleman’s Emotional Intelligence, Mr. Gleich has infused his passion for training into all departments at Madison Trust. As a result, our employees intentionally and consistently display the behaviors that support our culture of caring, collaborating, improving, and empowering. It is Mr. Gleich’s firm belief that happy employees lead to happy clients which lead to happy shareholders (in that order). Mr. Gleich’s vision and hard work has transformed Madison Trust into the industry’s highest-rated custodian.
Mervyn KleinBoard Member and Shareholder
Mervyn Klein brings to Madison Trust more than three decades of experience in the 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’s acuity in accessing business climate and personality has helped bring 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, Chief Compliance Officer
Mr. Knopf’s extensive Self Directed IRA experience and considerable talent are reflected in every facet of our organization. Charles’ 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.
Helen HongController, DIRECTOR OF HUMAN RESOURCES
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.
Eli DavidsonCHIEF TECHNOLOGY OFFICER
A member of the Madison Trust organization since 2012, Mr. Davidson now serves as its Chief Technology 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.
Brittany BordeauMANAGER OF SUPPORT TEAM
Ms. Bordeau joined Madison in October 2018 and has helped vitalize the customer support team. With over 10 years of experience in client relations in a variety of fields, she brings a unique perspective to the support experience. Brittany takes pride in her team of dedicated specialists and cultivates the Madison engagement experience to surpass customer expectations.
Maggie BorchardtMANAGER OF OPERATIONS TEAM
Ms. Borchardt is proud to work in her role as Manager of Operations Team at Madison Trust Company. Her daily focus centers on overseeing the Documents and Transfers departments and improving processes for better client efficiencies. With her extensive support and operational experience, Maggie has been instrumental in transforming the transactional side of Madison into one of its biggest assets.
Yona BockSoftware Project Manager
Mr. Bock is the project manager for the software development team. His proficiency in inception-to-completion management guarantees the efficacy of Madison’s development projects. By embracing principles of clear communication and unlimited employee support, Yona brings out the best in each member of the team.
Gina StoddardCommunications Manager
Mrs. Stoddard is responsible for developing and conveying the organization’s internal and external messages. She believes that communication is one of the most important business segments of any organization and requires an efficient exchange of information, knowledge, time, and resources. She encourages employee engagement and works with many different departments to help generate new ideas and innovative strategies. She understands the company values and strives to demonstrate behaviors that support our culture.
Effie KadinIT Manager
Mr. Kadin has been with Madison since 2017 and oversees the IT readiness team. His team ensures that clients and employees have a smooth technology experience. Their streamlined on-boarding, peak system utilization, and software deployment are so effective you’ll never realize it’s there. By promoting an “investor first” approach to IT, Effie has helped launch Madison as the industry leader for client support.