Tom Plumb

Fondatore presso Wisconsin Capital Management LLC

Finance

Consumer Services

Profilo

Mr. Thomas G.
Plumb, CFA, is a President at Wisconsin Capital Management LLC.
He is the founding Principal of Wisconsin Capital which began in 1984.
Mr. Plumb’s roles include Portfolio Manager, Research Analyst, and Fund Manager.
Mr. Plumb also serves as President of our proprietary mutual fund company and is the Lead Portfolio Manager of the equity and balanced funds.
Mr. Plumb served as President, CEO and CIO of SVA Plumb Wealth Management, LLC from March 2011-March 2019.
He was formerly the lead Portfolio Manager of the Dreyfus Premier Balanced Opportunity Fund.
Mr. Plumb earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1975 and holds the Chartered Financial Analyst designation.

Posizioni attive di Tom Plumb

Società	Posizione	Inizio
Wisconsin Capital Management LLC Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions.	Fondatore	01/01/1984

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Precedenti posizioni note di Tom Plumb

Società	Posizione	Fine
SVA Wealth Management LLC SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.	Amministratore Delegato	31/03/2019

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Formazione di Tom Plumb

University of Wisconsin

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Uomo

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Società collegate

Aziende private	2
Wisconsin Capital Management LLC Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions.	Finance
SVA Wealth Management LLC SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.	Finance