Jason Lee Stephens
Chief Executive Officer at Thompson Investment Management, Inc.
Profile
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.
Jason Lee Stephens active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2003-12-31 |
Former positions of Jason Lee Stephens
| Companies | Position | End |
|---|---|---|
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 | 2003-12-29 |
Training of Jason Lee Stephens
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
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 |
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