Nathan Plumb Email & Phone Number

Co-Portfolio Manager @ Plumb Funds

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Nathan Plumb Location

Madison, WI, US

Nathan Plumb Work

2023 - now Co-Portfolio Manager @ Plumb Funds
2023 - 2023 Consultant @ Plumb Funds
2017 - 2022 Chief Financial Officer @ Plumb Funds

2017 - 2022 Board Member @ Plumb Funds
2013 - 2016 Associate Portfolio Manager @ Plumb Funds
2007 - 2013 Investment Company Products Principal @ Plumb Funds
2017 - 2020 Managing Partner @ Custer Plumb Financial Services
2015 - 2016 COO @ Wisconsin Capital Management
2011 - 2014 Consultant @ SVA Financial Group
2003 - 2011 Trust Investment Officer @ SVA Plumb Trust Company

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Nathan Plumb Education

University of Wisconsin-Madison
Graduate School of Business Masters of Business Administration (Executive)
2008 - 2010
Gustavus Adolphus College
Bachelor of Arts (Psychology)
1994 - 1998

Nathan Plumb Skills

Estate Planning
Banking
Public Speaking

Accounting
Mergers
Insurance
Retirement Planning
Start Ups
Portfolio Management
Financial Modeling

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Nathan Plumb Summary

Nathan Plumb, based in Madison, WI, US, is currently a Co-Portfolio Manager at Plumb Funds. Nathan Plumb brings experience from previous roles at Plumb Funds. Nathan Plumb holds a 2008 - 2010 Graduate School of Business Masters of Business Administration in Executive @ University of Wisconsin-Madison. With a robust skill set that includes Estate Planning, Banking, Public Speaking, Accounting, Mergers and more. Nathan Plumb has 2 emails and 1 mobile phone numbers on RocketReach.

Nathan Plumb Emails

Found 2 emails

Nathan Plumb Phone Numbers

Found 1 phone numbers

608213XXXX

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