Portfolio Manager & Research Committee Member
Certified Trust and Financial Advisor (CTFA). Specialized in trust, fiduciary wealth & estate planning.
Lived and worked in the People's Republic of China and Japan for over 3 years, bringing global perspectives.
Earned Master of Business Administration (MBA) from University of Wisconsin-Madison & BA from Gustavus Adolphus.
Nathan M. Plumb, CTFA, serves as Portfolio Manager and member of the Investment Research Committee at Wisconsin Capital Management. Nathan specializes in privately managed individual accounts, trust structures, and asset allocation strategy.
Since joining Wisconsin Capital Management in 2023, Nathan plays a key role on the firm’s investment research committee, analyzing fundamental market conditions and managing tailored portfolios for high-net-worth individuals, family trusts, and institutions.
His dual focus on investment analysis and fiduciary trust administration ensures that client assets are managed with long-term capital preservation and growth in mind.
Nathan lived and worked for more than three years in China and Japan, gaining valuable cross-cultural business acumen and global market awareness.
An accomplished high-altitude mountaineer, Nathan has summited famous peaks worldwide, including Mt. Kilimanjaro (Tanzania), Mt. Fuji (Japan), Mt. Changbaishan (China), Mt. Sinai (Egypt), the Annapurna Circuit (Nepal), and numerous peaks across the western United States.