Nathan Plumb Email & Phone Number
President
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Nathan Plumb Location
- Madison, WI, US
Nathan Plumb Work
- President @ Plumb Funds (August 2024 - Present)
- Portfolio Manager @ Plumb Funds (July 2023 - Present)
- Consultant @ Plumb Funds (February 2023 - July 2023)
- Portfolio Manager @ (January 2020 - Present)
- Consultant @ (January 2017 - January 2020)
- COO @ (January 2015 - December 2016)
- Chief Financial Officer @ Plumb Funds (January 2017 - September 2022)
- Board Member @ Plumb Funds (January 2017 - September 2022)
- Associate Portfolio Manager @ Plumb Funds (August 2013 - December 2016)
- Investment Company Products Principal @ Plumb Funds (May 2007 - August 2013)
- Consultant @ (March 2011 - December 2014)
- Trust Investment Officer @ SVA Plumb Trust Company (March 2003 - March 2011)
- Financial Representative @ (October 2002 - January 2003)
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
- Access
- Accounting
- Analysis
- Banking
- Commercial Real Estate
- Corporate Communications
- Estate Planning
- Family Wealth Management
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Insurance
- Intergenerational Wealth Transfer
- International Investment
- Investment Advisory Services
- Investment Management
- Investment Properties
- Investments
- Leadership Development
- Mergers
- Multi-generational wealth transfer
- New Business Development
- Operations Management
- Portfolio Management
- Private Equity
- Process Improvement
- Public Speaking
- Rental Real Estate
- Retirement Planning
- Risk Management
- Start-ups
- Stock Market
- Stock Market Analysis
- Strategic Financial Planning
- Strategic Planning
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
- Wealth Preservation Planning
- Wealth Transfer
- Start Ups
- Strategic Financial
Nathan Plumb Summary
- Nathan Plumb, based in Madison, WI, US, is currently a President at Plumb Funds . Nathan Plumb brings experience from previous roles at Plumb Funds and Wisconsin Capital Management. 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 Access, Accounting, Analysis, Banking, Commercial Real Estate and more. Nathan Plumb has 2 emails and 1 mobile phone numbers on RocketReach.
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