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Thomas Poehling

Thomas Poehling

President and Chief Investment Officer at Poehling Capital Management, Inc.

Madison, WI , United States

About

Thomas Poehling is the President and Chief Investment Officer at POEHLING CAPITAL MANAGEMENT, INC., a Madison, Wisconsin-based investment advisory firm. In this role, he leads the firm's portfolio management activities and oversees client investment strategies, utilizing over three decades of industry experience to deliver tailored wealth management solutions.

Poehling specializes in managing assets across a diverse range of classes, with a particular focus on equities and fixed income products. His investment approach typically encompasses both individual securities selection and multi-asset allocation, serving high-net-worth individuals and institutional clients in the Midwest.

Prior to establishing POEHLING CAPITAL MANAGEMENT, INC., Thomas Poehling earned a Bachelor of Business Administration in Finance, Investment, and Banking from the University of Wisconsin–Madison. With 36 years of experience as an investment advisor, he is recognized for his commitment to fiduciary standards and his expertise in personalized portfolio construction and risk management.

Career History

OrganizationRoleDate RangeDetails
Poehling Capital ManagementPresident and Chief Investment OfficerJun 2004 to Present
AXA Advisors, LLCRegistered RepresentativeJun 1990 to Jun 2004

Education

University of Wisconsin-Madison

Bachelor of Business Administration (BBA), Finance, Investment & Banking

1985 1989

University of Minnesota-Twin Cities

1984 1985

Others at Poehling Capital Management, Inc. (1)

NameRoleLocation
Patrick Poehling
Patrick Poehling
Vice PresidentMadison, WI , United States