Thomas Poehling
President and Chief Investment Officer at Poehling Capital Management, Inc.
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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Poehling Capital Management | President and Chief Investment Officer | Jun 2004 to Present | — | 
| AXA Advisors, LLC | Registered Representative | Jun 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)
| Name | Role | Location | 
|---|---|---|
| Vice President | Madison, WI , United States |