For Immediate Release
Contact:
Sara Trachte
608.729.0951, strachte@isthmuspartnersllc.com
Madison, WI – May 23, 2016 – Isthmus Partners, LLC, an independent registered investment advisor serving institutions and families, today announced that Noel D. Goeddel, CFA, has joined the firm as portfolio manager.
“We are honored to add Noel to our team,” said Joel C. McNeil, CFP(r), Founding Partner and Director of Advisory Services. “Noel’s fiduciary approach to investment management and client service is a natural fit with Isthmus Partners and he will serve our clients well.”
Noel Goeddel has more than 20 years of investment experience. Most recently, Goeddel was Vice President and Senior Portfolio Manager at US Bank’s Private Client Reserve. He also spent more than 13 years with Holt-Smith Advisors, an investment advisory firm in Madison, WI, where he was lead portfolio manager of their Large Cap Value portfolio and a member of the equity investment committee. He began his investment management career at Bank of America. He has earned the right to use the Chartered Financial Analyst designation and is an active member of CFA Society of Madison, where he previously served as President and Board Member. Goeddel currently serves on the Finance committee of the Madison Public Library Foundation.
Said Goeddel, “I am excited to join the Isthmus team. We share a similar investment philosophy and commitment to serving clients first and foremost. I am energized to be returning to an independent, locally owned firm that is a provider of choice for investment management and advisory services.”
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 client assets with a dedicated focus on quality, valuation, and helping clients steward irreplaceable wealth.
