Thomas G. Plumb, CFA, is President and Founding Principal of Wisconsin Capital Management, LLC — formerly Thompson Plumb & Associates — which began in 1984. Mr. Plumb’s roles include Portfolio Manager, Research Analyst and Fund Manager. Mr. Plumb also serves as President of Wisconsin Capital Management’s proprietary mutual fund company and is the Lead Portfolio Manager of our equity and balanced funds. In addition, Mr. Plumb maintains an ownership interest in and serves as the President of SVA Plumb Financial, LLC and affiliated entity. Mr. Plumb 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, is a member of the Madison Investment Management Society and holds the Chartered Financial Analyst designation.
Using Bonds to Offset Stock Market Volatility
May 07, 2018