General Investing >> Money Manager Interviews >> October 18, 2004


Plumb, Thomas G.
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. Profile
DAVID B. DUCHOW, CFA, is the Principal and Portfolio Manager at Wisconsin Capital Management, LLC. He serves on the Executive Committee Board and was previously an Investment Analyst and Marketing Manager for Wisconsin Capital Management, Inc. Prior to joining this firm, he worked for Prudential Insurance as a registered representative. Mr. Duchow was born in Milwaukee, Wisconsin, and graduated from Brookfield East High School in Brookfield. He subsequently attended the University of Wisconsin, Madison where he received a BBA in Finance and Real Estate. He also holds an MBA in the Executive Program. Profile
CLINT OPPERMANN, CFA, is Director of Research and Portfolio Manager at Wisconsin Capital Management, Inc. He is also a member of the Executive Committee. Prior to joining Wisconsin Capital Management, he was a Portfolio Manager at First Investment & Research and Management Company. He graduated Phi Beta Kappa from the University of Wisconsin with a BS in Mathematics and Economics. He earned his MA in Finance from The Wharton School of Business at the University of Pennsylvania. Profile
TWST: Tom, would you start by telling us about the firm and your

responsibilities there?

Mr. Plumb: Wisconsin Capital Management is a company that I co-founded

over 20 years ago. Over the