Serving Individuals
Becky Wiegand began her investment industry career in 2005 as a Portfolio Management Specialist with HGMR Investment Management. Becky spent 14 years at Baird in several different capacities including a Senior Financial Analyst for Private Wealth Management and a Senior Product Manager overseeing the firm’s rep portfolio manager program. She joined Isthmus Partners, LLC in 2021 as an Operations Analyst. Becky’s primary responsibilities include portfolio operations management, performance reporting and database population. She graduated from the University of Wisconsin at La Crosse having earned a bachelor’s degree in Finance with an emphasis in Accounting.
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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