Isthmus Partners – An Asset Management Firm | ISTHMUS PARTNERS & ASSOCIATES

Serving Individuals

2 For Individuals Isthmus

Director of Marketing & Strategic Initiatives

Sara Trachte began her career in the financial services industry in 2000. Previously, Sara was a Relationship Manager at Wells Capital Management (WellsCap) focused on providing client service to the firm’s institutional fixed income clients. Prior to joining WellsCap in 2005, she was a member of the fixed income client service team at Strong Capital Management. Sara is responsible for managing the firm’s marketing and special project initiatives. Sara also serves as the primary client service professional for institutional clients. She graduated with distinction from the University of Wisconsin-Madison having earned a bachelor’s degree in Psychology. She received her master’s degree in business administration from Marquette University.

Start
Prev
6
7
8
9
10
11
12
13
14
15
Next
End

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 .

asset management madison wi, asset managers madison, investment management madison, investment managers madison, financial planning madison, financial planner madison, wealth management madison, wealth advisors madison, high net worth wealth management madison, high net worth advisors madison, sec advisory firm madison, wealth management firms madison, high net worth madison, joe mcneil, certified financial planner, planning for retirement madison wi, wisconsin wealth managers, best financial advisors madison wi, core, cap, customized, goals, aligning, client, investment, solutions, capital, preservation, growth, term, provide, long, trust, partnerships, markets, identifying, equity, valuation, madison, milwaukee, chicago midwest, cap, stocks, small, companies, discipline, large, analysis, process, company, portfolios, proprietary, sell, screening, careful, fundamental, potential, intrinsic, returns, portfolio, investment, executing, planning, managing, investments, methodologies, disciplined, partner, advisors, serves, partners, individuals, families, financial, institutions, trusted

Sara S. Trachte

Director of Marketing & Strategic Initiatives