Linda Drake

First Business Bank of Madison offers a line of financial services for businesses and business owners, including commercial lending, treasury management, private banking, retirement plans, investment management services, trust services, asset based lending and equipment finance and leasing. The company was founded by Jerry Smith in March 1990 and is headquartered in Madison, WI.

The University of Wisconsin-Extension is a group of 13 public universities located across the state. University of Wisconsin-Extension is based in Madison, WI. The company offers world-class education, research, and outreach programs.

First Business Bank (Investment Management) (FBB-IM) is the investment management division of First Business Bank, a state-chartered, commercial bank headquartered in Madison, Wisconsin. The firm was founded in 1909 and is a wholly-owned subsidiary of First Business Financial Services, Inc. (NASDAQ: FBIZ). FBB-IM offers a full line of financial services for businesses and business owners, such as Business Banking, Private Wealth (Financial Planning, Investment Management, Trust & Estate Administration, and Private Banking) and Bank Consulting (Investment Portfolio Services, Asset Liability Management, ALM Process Validation) solutions.

Ameriprise Financial Services LLC (Investment Management) (AFS-IM) is the investment management division of Ameriprise Financial Services LLC, a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS-IM sponsors a wrap fee program that offers a variety of investment advisory accounts that have different features and services, supporting a wide array of investment strategies. It is available for individual investors, corporate entities and tax-qualified accounts.