Jason Lee Stephens
Vorstandsvorsitzender bei Thompson Investment Management, Inc.
Profil
Mr. Jason L.
Stephens, CFA, is a Chief Executive Officer, President, Principal & Portfolio Manager at Thompson Investment Management, Inc.
Previously, he worked in various roles with Thompson, Plumb and Associates, Inc. from 2002 until the formation of Thompson Investment Management in January, 2004, including investment research, compliance and firm management.
Mr. Stephens earned a Bachelor of Science in English and Communication Arts, a Master of Arts in Arts Administration and a Master of Science in Finance from the University of Wisconsin-Madison.
He is a member of the CFA Institute and holds the Chartered Financial Analyst designation.
Aktive Positionen von Jason Lee Stephens
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2004 |
Ehemalige bekannte Positionen von Jason Lee Stephens
| Unternehmen | Position | Ende |
|---|---|---|
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. | Analyst-Equity | 30.12.2003 |
Ausbildung von Jason Lee Stephens
| University of Wisconsin | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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. | Finance |
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. | Finance |
