Serving Individuals
Vanessa began her career in the financial services industry in 2012 at AnchorBank as a commercial loan documentation specialist. In 2016, she joined Old National Bank as a construction risk administrator in the commercial banking department. Vanessa's primary responsibilities include equity trading, portfolio operations management, performance reporting and database population. Vanessa graduated from the University of Washington having earned a bachelor's degree in Mathematics. She received her master's degree in Finance from Georgetown University, McDonough School of Business.
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