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

Serving Individuals

2 For Individuals Isthmus

Portfolio Manager

Noel Goeddel began his career in the financial services industry in 1997 as a member of the Private Client Group at Bank of America. In 1999, he joined Holt-Smith Advisors, Inc. where he was an Equity Analyst. During his thirteen year tenure with Holt-Smith Advisors, he launched their Large Cap Value strategy and was the strategy’s lead Portfolio Manager for institutional and high-net-worth portfolios. He was also a member of the equity investment committee. Prior to joining Isthmus Partners in 2016, Noel was Vice President and Senior Portfolio Manager at US Bank’s Private Client Reserve. Noel specializes in comprehensive investment planning and portfolio management for individuals, corporations and non-profit organizations. Noel earned his bachelor’s degree in Finance from the University of Illinois at Urbana-Champaign. 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, having served as President and Board Member.

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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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