Isthmus Partners – An Asset Management Firm

TRUSTED FOR OUR OBJECTIVITY

“
We believe in an unbiased,
independent and objective investment
approach based on time-tested
financial principles.”
TRUSTED FOR OUR TEAMWORK

“
Our team is unique because our
approach utilizes our diverse expertise
and insight within a collaborative
investment model.”
TRUSTED PARTNERSHIPS

“
We listen and work with you in a
consultative approach to customize
investment solutions to best meet your
needs today, tomorrow and in the future.”

Joseph S. Edelstein, CFA

Senior Equity Analyst

Joe Edelstein joined Isthmus Partners in 2022 and is responsible for conducting domestic equity research. Before joining the firm, he served as a Research Analyst at Johnson Investment Counsel, Inc. as the lead consumer staples and consumer discretionary analyst where he supported the large cap equity income strategy, was a voting member of the small-mid cap core equity product team, and co-managed a concentrated large cap growth strategy. Joe previously served as Vice President/Research Analyst at Stephens Inc. where he developed and led the Healthy Living practice, having first joined as a Research Associate following business school. Joe has also held equity research roles at BMO Capital Markets and Raymond James Financial. He graduated with a BSBA, cum laude, degree from The University of Arkansas and an MBA from Emory University’s Goizueta Business School. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the Madison CFA Society.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Registration with the SEC or state regulatory authority does not imply a certain level of skill or expertise.
Additional information about Isthmus Partners, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov .

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