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.

 

Jason L. Stephens is a Portfolio Manager at Thompson Investment Management, Inc. He started at Thompson, Plumb & Associates, Inc. in 2002, and joined Thompson Investment Management, Inc. when the firm reorganized in 2003. He was also integral in developing the firm's overall operational structure and creating its compliance program (he served as Chief Compliance Officer during this period). Jason earned a BS in English and Communication Arts, an MA in Arts Administration and an MS in Finance from the University of Wisconsin-Madison. He is a member of the CFA Institute, holds the Chartered Financial Analyst designation, and serves on the Board of Directors of the CFA Society of Madison.
Email Jason Stephens

 

James T. Evans is a Portfolio Manager at Thompson Investment Management. Prior to joining Thompson Investment Management in March 2005, he was a Managing Director for Nakoma Capital Management in Madison, Wisconsin for five years. James graduated summa cum laude from Macalester College in 1997 with a BA in Economics and Computer Science. He earned an MBA in Finance and Accounting and a MS in Finance 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.
Email James Evans

 

Betty Kepley joined Thompson Investment Management in March 2009 as Director of Research. She previously worked ten years at American Family Insurance as a portfolio manager. Betty spent fifteen years with the State of Wisconsin Investment Board (SWIB) where she also held several other positions with increasing responsibility including equity analyst and a leadership role in operations where she supervised the back office staff. Betty received a B.A. in German Languages and Literature from the University of Illinois and holds an MBA in Finance, Investment and Banking with a concentration in International Business from the University of Wisconsin-Madison. Betty holds the Chartered Financial Analyst designation and is a member and past president of the CFA Society of Madison.
Email Betty Kepley