Nathan Plumb has more than 15 years of financial and investment portfolio management experience. In 2017, he was named Managing Partner and successor to Custer Financial Services, rebranded the same year as Custer Plumb Financial Services.
Plumb worked in China and Japan for more than 3 years, but returned home to Madison, Wisconsin in 2003 to join the investment advisory firm Wisconsin Capital Management as an Assistant Trust Officer. Nathan rose through the ranks to an Associate Portfolio Manager role at the Plumb Mutual Funds in 2013. He holds a Certified Financial Trust Advisor certificate. Plumb also earned an Executive MBA from the University of Wisconsin-Madison and undergraduate degree in Psychology from Gustavus Adolphus College.
Nathan Plumb shares a passion for full-service, holistic and sustainable planning with clients, his community and the environment. Currently, he serves as:
- Board Member, University of Wisconsin-Madison Carbone Cancer Emerging Leaders Board
- Board Member, University of Wisconsin-Madison School of Business Alumni Board
- Board Member and CFO, Plumb Funds
Plumb specializes in investment management, financial planning, trust & estate administration, mergers & acquisitions, and building complex bespoke financial strategies for individuals and businesses.
In his free time, he enjoys road biking, supporting charity events, voraciously reading, and spending summer weekends at his family cabin in Minocqua, Wisconsin.