Thompson MidCap Fund Portfolio Managers

James Evans, CFA
Chief Investment Officer
James is a portfolio manager of the Thompson MidCap Fund.  He is the Chief Investment Officer, Principal, and a Portfolio Manager at Thompson Investment Management, Inc. (“TIM”).    Previously, James was a Managing Director for Nakoma Capital Management in Madison, Wisconsin. James graduated summa cum laude from Macalester College with a Bachelor of Arts degree in Economics and Computer Science. He also earned a M.B.A. in Finance and Accounting and a M.S. in Finance from the University of Wisconsin-Madison and completed the Applied Security Analysis Program at the University of Wisconsin-Madison Business School.  He is a CFA charterholder.
   

 

Jason Stephens, CFA
Chief Executive Officer
Jason is a portfolio manager of the Thompson MidCap Fund.  He is Chief Executive Officer, Principal, and a Portfolio Manager at TIM. Previously, Jason served as the Chief Operating Officer of TIM from 2009 to March 2015. Jason received a B.S. in English and Communication Arts, a M.A. in Arts Administration and a M.S. in Finance, each from the University of Wisconsin-Madison. He is a CFA charterholder.

 

   

 

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