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

Serving Individuals

2 For Individuals Isthmus

Director of Client Services

Tom Simpson began his financial services career in 1994 as a floor clerk in the 30-year Treasury Bond Option pit of the Chicago Board of Trade. After pursuing a non-financial career opportunity for five years, Tom re-entered the financial services industry in 2000 as a registered representative of Wall Street Discounts, Corp. In September 2005, Tom became the branch manager of the Madison office for Wisconsin Discount Securities, Inc. and continued in that role until joining Isthmus Partners, LLC in June 2014. Tom’s primary responsibilities include new relationship onboarding, client account monitoring and providing exceptional client service to the firm’s high-net-worth clients. Tom also serves on the firm’s Fixed Income and International investment committees. Tom graduated from the University of Wisconsin-Madison having earned a bachelor’s degree in Economics.

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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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Thomas M. Simpson

Director of Client Services