Photo Thompson Investment Managment Professionals

James Evans, CFA
Vice President

Mr. Evans is a co-manager for the Thompson LargeCap, MidCap and Bond Funds.  He has been actively involved in the management of the LargeCap and Bond Funds since February 2009 and the MidCap Fund since its March 2008 inception.  Mr. Evans is the Chief Investment Officer and a Portfolio Manager at Thompson Investment Management, Inc. (“TIM”) and has been with the firm since 2005. Prior to joining TIM, he was a Managing Director for Nakoma Capital Management in Madison, Wisconsin, which he joined in July 2000. Mr. Evans graduated summa cum laude from Macalester College with a Bachelor of Arts degree in Economics and Computer Science. He also earned a M.B.A. in Finance and Accounting and a M.S. in Finance from the University of Wisconsin-Madison. Mr. Evans completed the Applied Security Analysis Program at the University of Wisconsin-Madison Business School.  He is a CFA charterholder.

Jason Stephens, CFA
Vice President

Mr. Stephens is a co-manager for the Thompson LargeCap, MidCap and Bond Funds. He has been actively involved in the management of the LargeCap and Bond Funds since February 2009 and the MidCap Fund since its March 2008 inception.  Mr. Stephens is the Chief Operating Officer and a Portfolio Manager at Thompson Investment Management, Inc. (“TIM”).  Previously, he worked in various capacities for TIM and Thompson, Plumb & Associates, Inc. since 2002. Mr. Stephens received a B.S. in English and Communication Arts, a M.A. in Arts Administration and a M.S. in Finance, each from the University of Wisconsin-Madison. He is a CFA charterholder.

John W. Thompson, CFA
President

Mr. Thompson has been manager or co-manager for the Thompson LargeCap Fund and the Bond Fund since their inceptions in 1992 and the MidCap Fund since its March 31, 2008 inception. Mr. Thompson is the Founder and President of Thompson Investment Management, Inc. (“TIM”). Until January 2004, Mr.Thompson was Founder, President and Treasurer of Thompson, Plumb & Associates, Inc. since the firm’s 1984 inception. Prior to that, he served as the Senior Trust and Investment Officer at Firstar Bank in Madison, Wisconsin. He earned a B.S. degree in Mechanical Engineering from the University of Wisconsin-Madison and a M.B.A. from the Wharton School at the University of Pennsylvania.  He is a CFA charterholder.

We would welcome the opportunity to meet with you to discuss our services.

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