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 The founding strategy of our firm is based on protecting principle for our clients. While we strive to beat the appropriate indexes, our main concern is our clients, our interaction with them and growing their assets. Below is our history: 2009 – John W. Thompson celebrates 25 years as an independent investment advisor. 2009 – Betty Kepley, CFA joins the firm as Director of Research. 2009 – Jason L. Stephens and James T. Evans are named Co-Portfolio managers of the Thompson Plumb Growth Fund and Thompson Plumb Bond Fund. 2009 – Donald A. Nichols is named Chairman of the Board for Thompson Plumb Funds, Inc. 2008 – James T. Evans and Jason L. Stephens are named co-portfolio managers of the Thompson Plumb MidCap Fund. 2008 – The Thompson Plumb MidCap Fund (THPMX) is established with John W. Thompson as Portfolio Manager. 2005 – James T. Evans, CFA joins the firm as Research Analyst. 2004 – John W. Thompson becomes President of Thompson Investment Management. John C. Thompson becomes Vice-President of Thompson Investment Management. 2002 – Jason L. Stephens joins the firm as Research Analyst. 2001 – Roland Reinholtz, CFA joins our firm. After heading up the equity division at First Wisconsin (now US Bank) Mr. Reinholtz established Northern Capital Management as a founding partner and Chairman. Rollie has 45 years of investment experience. 1992 – The Thompson Plumb Growth Fund (THPGX) is established. 1992 – The Thompson Plumb Bond Fund (THOPX) is established. 1987 – John W. Thompson becomes co-founder and Chairman of Thompson Plumb Funds, Inc. 1984 – John W. Thompson becomes co-founder and President of Thompson, Plumb & Associates. 1980 – John W. Thompson earns his CFA designation. 1973 – John W. Thompson is Senior Trust and Investment Officer at Firstar Bank in Madison, WI. 1967 – John W. Thompson earns a M.B.A. from The Wharton School of the University of Pennsylvania. |
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