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News & Philanthropy

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Employee News 

Plumb Trust Company congratulates Nathan Plumb, Trust Investment Officer for Plumb Trust Company and Wisconsin Capital Management.  Nathan recently earned a Masters of Business Administration in the Executive MBA Program at the University of Wisconsin.  Nathan assists with administrative, operational, and tax issues for both individual and institutional clients.  He also focuses on client investments, serving as a liaison with Wisconsin Capital Management's portfolio management team. 

Nathan joined our companies in 2003.  He previously worked in Japan and China where he consulted and managed sales campaigns and provided English training to university students and professionals. He received his Bachelor's degree in Psychology from Gustavus Adolphus College in St. Peter, MN , where he was a recipient of the Paul Magnuson Award for Student Leadership and Service. Mr. Plumb is Series 6, 63 and 26 registered and holds the Certified Trust and Financial Advisor (CTFA) designation.

 

Philanthropy

Plumb Trust Company believes it is essential to the strength and well-being of our community for our business to support the activities and worthy efforts of our employees and our clients. To that end, we as a company and as individuals contribute our time, talent, and financial support to many charitable and community organizations.

 

Plumb Trust and Wisconsin Capital are proud to support these organizations:

Our companies recently contributed to Edgewood College's Distinguished MBA Alumni Awards event to support a scholarship for an outstanding student..  We also contributed to the record-breaking building of the world's largest Gingerbread Man at Hilldale Mall this holiday season; the purpose of the project was to raise awareness for Dane County CASA, Inc, (Court Appointed Special Advocates).   Other recipients of our contributions include Wisconsin Women's Health Foundation.

We are proud to support the arts in the Madison are arts community through such organizations as Madison Ballet, Madison Symphony, Wisconsin Youth Symphony Orchestra, and Wisconsin Chamber Orchestra,

 

 

Client Events

Plumb Trust Company and Wisconsin Capital Management recently hosted our annual client forum in both the Eau Claire area and in Madison.  Our clients and their guests heard about our thoughts on recent market conditions and the economy as well as our investment plans going forward.  If you would like to discuss these issues in more detail, please contact your Trust Officer.

News


Plumb News succeeds WisCap News as our firm’s newsletter.  Click on the links below for recent or past issues. 

March 2010 Newsletter

September 2009 Newsletter

January 2009 Newsletter

October 2008 Newsletter

 

For previous newsletters please click here.  Our newsletters are now delivered electronically. Please click here to subscribe.