Sara Trachte, 608-729-0951
strachte@isthmuspartnersllc.com
Madison – Isthmus Partners, LLC, an independent registered investment advisor serving institutions and families, today announced that Timothy J. Puls has joined the firm as Equity Research Analyst.
“Tim has had excellent experience as an equity analyst with some premier firms,” said Frank J. Gambino, CFA, Founding Partner, Chief Equity Strategist and Portfolio Manager. “We are pleased to attract an analyst of Tim’s caliber and deepen our resources in IP’s Large Cap and Small Cap Core Equity offerings.”
Most recently, Puls was an Equity Analyst with Morningstar, Inc., in Chicago where he focused on the Financial Services sector. He also served as an Equity Research Intern with Furey Research Partners and worked as a Risk Analyst with Anchor Bank. Puls received MBA and BA degrees from the University of Wisconsin – Madison where he participated in the Applied Security Analysis Program (ASAP). He is a CFA Level III candidate.
About Isthmus Partners, LLC
Isthmus Partners is an SEC-registered investment advisor that provides investment management and financial advisory services to clients worldwide. Based in Madison, Wisconsin-on the isthmus between lakes Mendota and Monona-we act as a fiduciary to our clients. Our firm is 100% employee owned and equity financed. We manage assets with a dedicated focus on quality, valuation, and helping clients steward irreplaceable wealth.
