SVA PLUMB PROFESSIONALS



Thomas G. Plumb is the President/CEO of SVA Plumb Financial, LLC, and SVA Plumb Wealth Management, LLC. He is also the CEO of SVA Plumb Trust, LLC. He serves as manager for many SVA Plumb client portfolios. Tom has over thirty-five years of experience in the investment advisory industry, having served as a trust investment officer, lead manager and president of two mutual fund companies, and primary portfolio manager for many institutional and high net worth portfolios. He has been quoted in the premier investment publications such as the Wall Street Journal and USA Today, appeared on CNBC and CNN financial television programs, he provides a unique perspective to the investment markets.

Tom works with complex client situations and melds his extensive knowledge of financial markets to meet individual client goals. He is a Research Analyst and the Chief Investment Officer for SVA Plumb Financial and holds Chartered Financial Analyst (CFA) designation.

Tom is the principal and founder of Wisconsin Capital Management, LLC, which was founded in 1984.

Education

  • University of Wisconsin - Madison - Bachelor of Business Administration

Credentials

  • Chartered Financial Analyst (CFA)

Teaching/Speaking Experience

  • Wisconsin Bankers Association
  • NBC15 Money Minute

Professional Memberships/Affiliations/Activities

  • CFA Society of Madison - Member


Civic/Community Involvement

  • United Way of Dane County - Board Member (Former)

Personal

Tom is married to Jan and has three children, Nathan, Michael and Hope. In his free time, he enjoys biking and spending time outdoors.