Thompson Investment Management was established in January 2004 by a group of investment professionals with over 17 average years of experience. The firm is a registered investment advisor noted for expertise in personal and corporate money management.
John W. Thompson has been President of Thompson Investment Management since its inception in January 2004. Most recently he was President of Thompson, Plumb & Associates, serving in that position for 20 years. Prior to founding Thompson, Plumb & Associates, he served as Senior Trust and Investment Officer at Firstar Bank in Madison, Wisconsin. Mr. Thompson earned a Bachelor of Science degree in Mechanical Engineering from the University of Wisconsin-Madison in 1965 and a M.B.A. from The Wharton School of the University of Pennsylvania in 1967. He also holds the Chartered Financial Analyst designation and has 30 years of investment management experience.
John C. Thompson has been Vice President of Thompson Investment Management since its inception in January 2004. Prior to that, he was a Research Analyst and Portfolio Manager for Thompson, Plumb & Associates since 1993. He holds a Bachelor of Science degree from the University of Wisconsin-Madison and a M.B.A. from the University of Chicago. He also holds the Chartered Financial Analyst designation.
Roland R. Reinholtz has been Senior Portfolio Manager at Thompson Investment Management since its January 2004 inception. Prior to that, he was Senior Portfolio Manager at Thompson, Plumb & Associates since April 2001. Roland returned to Wisconsin after spending retirement years in Colorado from 1992 to 2000. From 1979 to 1992, he was a founding Principal and Chairman of Northern Capital Management in Madison, Wisconsin. From 1965 until 1979, he had overall responsibility of the Investment Management Division of First Wisconsin Bank. Prior to that, he spent two years with Kemper Insurance as a Security Analyst and four years with the brokerage firm of Thomson & McKinnon. He received his B.B.A. degree from the University of Wisconsin in 1959, majoring in finance. Roland also holds the Chartered Financial Analyst designation.
Marian Quade joined Thompson Investment Management in September 2004 as Director of Portfolio Management. Marian joined Thompson Investment Management from U.S. Bancorp Asset Management where she spent 22 years in roles of increasing responsibility including, research, portfolio management and Head of Equities. She became an equity fund manager in 1989 and managed the Firstar Growth and Income Fund from 1993 through 2000. From 2001 through August 2004, she was Senior Managing Director/Senior Portfolio Manager leading the Active Core Equity process for high net worth individuals. Marian received a B.A. in Economics from Stanford University. She is a member of the Association for Investment Management and Research and the Madison Investment Analyst Society and holds the Chartered Financial Analyst designation.
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Jason L. Stephens has been a Portfolio Manager at Thompson Investment Management since July 2007. He started at Thompson, Plumb & Associates in 2002 in the investment accounting department, and became an Investment Research Analyst in 2003. He joined Thompson Investment Management as an Investment Research Analyst at its inception in January 2004. He was integral in developing the firm’s overall operational structure and creating its compliance program (he served as Chief Compliance Officer during this period). He earned a B.S. in English and Communication Arts, an M.A. in Arts Administration and an M.S. in Finance from the University of Wisconsin-Madison. He is a member of the CFA Institute and the CFA Society of Madison, and holds the Chartered Financial Analyst designation.
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Brian K. Donley joined Thompson Investment Management as an Investment Consultant in January 2004. Most recently he was the Chief Financial Officer for North American Mechanical, Inc. (a wholly owned subsidiary of Comfort Systems USA, Inc.) He served in that position, along with other positions related to the parent company for more than 8 years. Mr. Donley earned a Bachelor of Science degree in Economics from the University of Wisconsin-Madison in 1987 and an M.S. in Accounting from the University of Wisconsin-Whitewater in 1991. He also holds a Certified Public Accountant designation and is a member of the American Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants.
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James T. Evans joined Thompson Investment Management as an Investment Analyst in March 2005 and has been a Portfolio Manager since June 2008. Most recently he was a Managing Director and Investment Analyst for Nakoma Capital Management in Madison, Wisconsin for 4 years. Mr. Evans earned a Bachelor of Arts degree with Honors from Macalester College, St. Paul, Minnesota in 1997, an M.B.A. and M.S. from the University of Wisconsin-Madison in 1999 and 2000, respectively. James completed the Applied Security Analysis Program at the University of Wisconsin-Madison Business School. He also holds the Chartered Financial Analyst designation.
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