Nathan Marek Plumb
Portfolio Manager-Equities at Wisconsin Capital Management LLC
Profile
Mr. Nathan M.
Plumb is a Portfolio Manager at Wisconsin Capital Management LLC.
He 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.
Mr. Plumb was previously employed as a Financial Representative by Northwestern Mutual Capital LLC.
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.
Nathan Marek Plumb active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 31/12/2002 |
Former positions of Nathan Marek Plumb
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | 31/08/2005 |
Northwestern Mutual Capital LLC
 Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Corporate Officer/Principal | 31/12/2002 |
Training of Nathan Marek Plumb
| Gustavus Adolphus College | Undergraduate Degree |
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
Northwestern Mutual Capital LLC
Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Finance |
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