Provenance du réseau au premier degré de Tom Plumb
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
SVA Wealth Management LLC
 SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
13
| Extinct | Investment Managers | 13 |
Wisconsin Capital Management LLC
 Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions.
10
| Subsidiary | Investment Managers | 10 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Tom Plumb via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Investment Managers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Graduate Degree | |
Lumbermens Mutual Group
 Lumbermens Mutual Group Multi-Line InsuranceFinance Lumbermens Mutual Group provides insurance services. The firm offers personal, risk management and commercial property & casualty insurance products, mostly through its flagship Lumbermens brand, an Illinois mutual property and casualty insurance company. The company is headquartered in Long Grove, IL. | Multi-Line Insurance | Corporate Officer/Principal | |
Emageon, Inc.
 Emageon, Inc. Packaged SoftwareTechnology Services Emageon, Inc. provides information technology systems for hospitals, healthcare networks and imaging facilities. Its solutions includes RadSuite, HeartSuite, and other specialty suites. The company is headquartered in Birmingham, AL. | Packaged Software | Director/Board Member | |
Thompson Investment Management, Inc.
 Thompson Investment Management, Inc. Investment ManagersFinance Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by John Thompson in 2004. TIM offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Chief Executive Officer Founder | |
| Edgewood College | College/University | Undergraduate Degree | |
| Gustavus Adolphus College | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| Northern Michigan University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Webster University | College/University | Graduate Degree | |
| Georgetown University | College/University | Corporate Officer/Principal | |
Northwestern Mutual Capital LLC
 Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Corporate Officer/Principal | |
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Doctorate Degree | |
| University of Wisconsin-Platteville | College/University | Undergraduate Degree | |
| University of Wisconsin-Whitewater | College/University | Undergraduate Degree | |
| University of Wisconsin-Stevens Point | College/University | Undergraduate Degree | |
SVA Trust Co. LLC
 SVA Trust Co. LLC Investment ManagersFinance SVA Trust Co. LLC provides investment portfolio services. The company is headquartered in Madison, WA. | Investment Managers | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 25 |
Sectorielle
| Consumer Services | 14 |
| Finance | 12 |
| Technology Services | 2 |
Opérationnelle
| Portfolio Manager-Equities | 25 |
| Undergraduate Degree | 21 |
| Analyst-Equity | 15 |
| Corporate Officer/Principal | 9 |
| Investment Committee Member | 7 |
