Jason L. Stephens, CFA, is Chief Executive Officer, Principal and a 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. Jason also serves on the board of directors of Thompson IM Funds, Inc. and is Co-Manager of our proprietary mutual funds. He earned a B.S. in English and Communication Arts, an M.A. in Arts Administration and an M.S. in Finance from the University of Wisconsin-Madison. He is a member of the CFA Institute and holds the Chartered Financial Analyst designation
When time permits, Jason likes to run, watch and read about movies, canoe with his family, and spend time with his children. He serves on the board of directors of Opera for the Young, is Vice Chair of VSA Wisconsin and is on the advisory board of the Family Business Center.
Contact Jason at ClientServices@ThompsonInvest.com