Susan Madigan, CFA

Susan Madigan, CFA

Susan Madigan, CFA

Susan Madigan, CFA

Chief Customer Officer

Chief Customer Officer

Dan Daum WealthStream Company Page
Dan Daum WealthStream Company Page

WHY WEALTHSTREAM

"Everyone deserves the best possible advice for their situation; no blind spots, just clear, sound guidance. That’s why WealthStream exists."

"Everyone deserves the best possible advice for their situation; no blind spots, just clear, sound guidance. That’s why WealthStream exists."

"Everyone deserves the best possible advice for their situation; no blind spots, just clear, sound guidance. That’s why WealthStream exists."

BACKSTORY

Susan Madigan, CFA, is Chief Customer Officer of WealthStream. She is a customer and go-to-market leader who pairs deep client relationships with strong technical and analytical depth across investment and wealth management platforms. Previously, Susan was Global Head of Solutions Engineering at Charles River Development, where she led the global solutions engineering organization and owned technical pre-sales and solution architecture for the firm’s most demanding enterprise deals. Prior to Charles River, she was a Portfolio and Risk Specialist at Bloomberg LP, an analyst in Standard & Poor’s Investment Advisory Services Group, and a Registered Financial Associate at A.G. Edwards, where she began her career in the financial advisor space.

Susan Madigan, CFA, is Chief Customer Officer of WealthStream. She is a customer and go-to-market leader who pairs deep client relationships with strong technical and analytical depth across investment and wealth management platforms. Previously, Susan was Global Head of Solutions Engineering at Charles River Development, where she led the global solutions engineering organization and owned technical pre-sales and solution architecture for the firm’s most demanding enterprise deals. Prior to Charles River, she was a Portfolio and Risk Specialist at Bloomberg LP, an analyst in Standard & Poor’s Investment Advisory Services Group, and a Registered Financial Associate at A.G. Edwards, where she began her career in the financial advisor space.

Susan Madigan, CFA, is Chief Customer Officer of WealthStream. She is a customer and go-to-market leader who pairs deep client relationships with strong technical and analytical depth across investment and wealth management platforms. Previously, Susan was Global Head of Solutions Engineering at Charles River Development, where she led the global solutions engineering organization and owned technical pre-sales and solution architecture for the firm’s most demanding enterprise deals. Prior to Charles River, she was a Portfolio and Risk Specialist at Bloomberg LP, an analyst in Standard & Poor’s Investment Advisory Services Group, and a Registered Financial Associate at A.G. Edwards, where she began her career in the financial advisor space.

PREVIOUS EXPERIENCE

Charles River Global Head of Solutions Engineering Bloomberg Portfolio & Risk Specialist Standard & Poor's Analyst

Charles River Global Head of Solutions Engineering Bloomberg Portfolio & Risk Specialist Standard & Poor's Analyst

Charles River Global Head of Solutions Engineering Bloomberg Portfolio & Risk Specialist Standard & Poor's Analyst

our North star

Elevate the advisor.

Elevate the advisor.

Elevate the advisor.

Elevate the advisor.

Sharpen judgment, expand capacity, and raise the standard of advice.

Sharpen judgment, expand capacity, and raise the standard of advice.

Sharpen judgment, expand capacity, and raise the standard of advice.

© 2026 WealthStream. All rights reserved.

© 2026 WealthStream. All rights reserved.

© 2026 WealthStream. All rights reserved.

© 2026 WealthStream. All rights reserved.