1967 – John W. Thompson earns a M.B.A. from The Wharton School of the University of Pennsylvania.
1973 – John W. Thompson is Senior Trust and Investment Officer at Firstar Bank in Madison, WI.
1980 – John W. Thompson earns his CFA designation.
1984 – John W. Thompson becomes co-founder and President of Thompson, Plumb Associates.
1987 – John W. Thompson becomes co-founder and Chairman of Thompson Plumb Funds.
1992 – The Thompson Plumb Bond Fund (THOPX) is established.
1992 – The Thompson Plumb Growth Fund (THPGX) is established.
1993 – John C. Thompson becomes Research Analyst at Thompson, Plumb Associates.
1997 – John C. Thompson earns his CFA designation.
1999 – John C. Thompson earns a M.B.A. from the University of Chicago.
2001 – Roland Reinholtz, CFA joins our firm. After heading up the equity division at First Wisconsin (now US Bank) Rollie established Northern Capital Management as a founding partner and Chairman. Rollie has 45 years of investment experience.
2004 – John W. Thompson becomes President of Thompson Investment Management. John C. Thompson becomes Vice-President of Thompson Investment Management and President of the Thompson Plumb Funds.
2004 – Marian Quade (Zentmyer), CFA joins our firm. Marian started managing equity mutual funds in 1989. She was promoted to First Wisconsin’s (US Bank) Head of U.S. Equities in 1998.
2008 – The Thompson Plumb MidCap Fund (THPMX) is established with John W. Thompson as Portfolio Manager.
2008 – James T. Evans and Jason L. Stephens are named co-portfolio managers of the Thompson Plumb Bond Fund. |