Nathan Plumb Email & Phone Number
Portfolio Manager @ Wisconsin Capital Management
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Nathan Plumb Location
- Madison, WI, US
Nathan Plumb Work
- 2020 - now Portfolio Manager @
- 2017 - 2020 Consultant @
- 2015 - 2016 COO @
- 2024 - now President @ Plumb Funds
- 2023 - now Portfolio Manager @
- 2023 - 2023 Consultant @
- 2017 - 2022 Chief Financial Officer @
- 2017 - 2022 Board Member @
- 2013 - 2016 Associate Portfolio Manager @
- 2007 - 2013 Investment Company Products Principal @
- 2011 - 2014 Consultant @
- 2003 - 2011 Trust Investment Officer @ SVA Plumb Trust Company
- 2002 - 2003 Financial Representative @
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
- Investments
- Corporate Communications
- Finance
- Process Improvement
- Strategic Planning
- Wealth Management
- Strategic Financial Planning
- Risk Management
- New Business Development
- Leadership Development
- Financial Analysis
- Strategic Financial
- Commercial Real Estate
- Analysis
- Access
Nathan Plumb Summary
- Nathan Plumb, based in Madison, WI, US, is currently a Portfolio Manager at Wisconsin Capital Management. Nathan Plumb brings experience from previous roles at Wisconsin Capital Management and 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 3 emails and 1 mobile phone numbers on RocketReach.
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