Mr. Plumb has been a portfolio manager of the Funds since the Funds’ inception in May 2007. He has also served as the president, chief executive officer and chairman of the Plumb Funds since their inception in May 2007.

Mr. Plumb is a principal and the founder of Wisconsin Capital Management, LLC, since January 2004, a firm that traces its origins back over twenty-five years. He is also president of SVA Plumb Financial, LLC, which serves as the holding company for Wisconsin Capital Management, LLC, and which provides wealth management services to individuals and institutions.

He has over thirty years of experience as an investment professional including twenty years as the lead manager of two well-respected balanced mutual funds, the Thompson Plumb Balanced Fund and the Dreyfus Premier Opportunity Balanced Fund. Mr. Plumb earned a bachelor of business administration degree from the University of Wisconsin-Madison in 1975 and also holds a Chartered Financial Analyst designation.