PLUMB FUNDS - Key Persons
Chief Financial Officer and Treasurer of TradeLink Holdings LLC (alternative investment and proprietary trading firm since 2006
Job Titles:
- PORTFOLIO MANAGER
- Portfolio Manager of the Funds
Nathan M. Plumb has been a portfolio manager of the Funds since July 2023. Mr. Nathan M. Plumb has extensive experience in the investment management industry. From August of 2017 through September 2022, he has served as Chief Financial Officer and Treasurer of the Funds and as a Director from January 2017 until September 2022. He was an associate portfolio manager for the Funds from January 2014 through December 2016, and from August 2013 to December 2014 he served as an assistant portfolio manager of the Funds. He also served as Vice President of the Funds from August 2015 through December 2016.
From 2023, Mr. Plumb served in various roles with Wisconsin Capital Management and related entities, including as an active member of Wisconsin Capital Management's research committee and as a portfolio manager for privately managed accounts.
He earned a Masters of Business Administration from the University of Wisconsin and a Bachelor's degree in Psychology from Gustavus Adolphus College and also holds the Certified Trust and Financial Advisor (CTFA) certification.
Job Titles:
- President
- Funds: Director, Chairman, President and Chief Executive Officer since 5 / 2007, Secretary since 8 / 2017
- LEAD MANAGER / PRESIDENT, CEO, CHAIRMAN
- Portfolio Manager of the Plumb Balanced Fund
- Principal of Wisconsin Capital Management
Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets. He Spoke with hosts Bryan Curtis and Rishaad Salamat on "Bloomberg Daybreak Asia" (Radio)
Tom Plumb serves as president of Plumb Funds, a proprietary mutual fund company where he is also the lead portfolio manager for the Plumb Equity Fund and Plumb Balanced Fund, a role he's had since the Funds' inception in May 2007. He has also served as the president, chief executive officer and chairman of the Plumb Funds since their inception and secretary of Plumb Funds since August 1, 2017.
Tom is also the founding Principal of Wisconsin Capital Management, LLC since January 2004, a firm that traces its origins back to 1984 (formerly Thompson Plumb & Associates). His roles there include portfolio manager, research analyst and fund manager.
With more than three decades of experience as an investment professional, Tom's career includes twenty years as the lead manager of two balanced mutual funds, the Thompson Plumb Balanced Fund and the Dreyfus Premier Balanced Opportunity Fund.
Tom earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1975. He is a member of the Madison Investment Management Society and holds the Chartered Financial Analyst (CFA) designation.