Brandon A. Cloete, CFP®
Financial Planning & Portfolio Management Specialist
Brandon Cloete joined Isthmus Partners in August 2022 as a Financial Planning & Portfolio Management Specialist. Before joining the firm, he was a Financial Advisor at Robert W. Baird focusing on comprehensive wealth management and financial planning for his clients. Brandon also previously served as an Internal Consultant at Investec Wealth & Investment in his home country of South Africa. Before beginning his career in financial services, Brandon played professional golf on both the USA and South African circuits. Brandon earned his bachelor’s degree from Marquette University, where he studied Finance, with a concentration in Applied Investment Management. Brandon Cloete is a Certified Financial Planner™ professional.