Mr. O’Brien has been an associate portfolio manager of the Funds since August 2010, and served as an assistant portfolio manager of the Funds from the Funds’ inception in May 2007 through July 2010. He also serves as chief financial officer (since May 2007) and vice president (since August 2010) of the Plumb Funds. Mr. O’Brien is also a former secretary and treasurer of the Plumb Funds. Mr. O’Brien has been working as a portfolio manager and research analyst for Wisconsin Capital Management, LLC (and its predecessor firms) since 1997.

He is also principal and director of research for 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. Mr. O’Brien has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds.

Prior to his employment with the firm, Mr. O’Brien served full-time as an F-16 fighter pilot and officer for the Wisconsin Air National Guard and United States Air Force. Mr. O’Brien retired from the Wisconsin Air National Guard in 2007 with the rank of Colonel. He completed his bachelor of arts at the University of Notre Dame and also completed a master of business administration with honors from the University of Chicago. Mr. O’Brien holds a Chartered Financial Analyst designation.