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Timothy J. Puls, CFA

Timothy Puls

Equity Research Analyst

Tim Puls began his investment career in 2008 with AnchorBank and served as a Risk Analyst for the firm. In 2012, Tim served as an Equity Research Intern with Furey Research Partners before joining Morningstar, Inc. as an Equity Analyst. He joined Isthmus Partners, LLC in 2016 as an Equity Research Analyst. Tim is responsible for conducting equity research for the Large and Small Cap Core Equity portfolios. He is a graduate of the University of Wisconsin-Madison with a bachelor’s degree in Economics. He received his master’s degree in business administration through the Applied Securities Analysis Program (ASAP) at the University of Wisconsin-Madison School of Business. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Madison.