Serving Institutions
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.
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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