Isthmus Partners, LLC

Frank Gambino is a CFA® charterholder with 25 years of industry experience. He has been with Isthmus Partners, LLC since 2014. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, performance reporting, and financial planning services. The firm employs an equity-centered, committee-driven investment process that integrates quantitative screening and fundamental analysis, offering portfolios constructed with explicit sizing and valuation rules.

Brandon Cloete is a CFP®-certified financial advisor with five years of industry experience. He is currently with Isthmus Partners, LLC, where he has worked since 2022, following prior roles at Robert W. Baird & Co. Incorporated and Investec Wealth & Investment. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm employs an equity-centered, committee-driven investment process that integrates quantitative screening and fundamental analysis, offering both Institutional and Counseled Portfolios.

Joel Mcneil is a CFP® with 25 years of industry experience and has been with Isthmus Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and serves on multiple nonprofit boards, including the SSM/St. Mary’s Hospital Foundation healthcare board, the Edgewood College Foundation advisory board, the Madison Downtown Rotary investment committee, and the Asset Builders of America financial literacy board. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, performance reporting, and financial planning services. The firm employs an equity-centered, committee-driven investment process that integrates quantitative screening and fundamental analysis, with portfolios constructed using explicit sizing and valuation rules.

Victor Rodriguez is a financial advisor at Isthmus Partners, LLC in Madison, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Isthmus Partners since 2014. Outside of his advisory role, he serves as a non-fiduciary member of the advisory board for the American Family Children's Hospital, affiliated with the University of Wisconsin. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts, pension plans, and business entities. The firm employs an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis to construct portfolios with explicit sizing and valuation rules.

Eric Knudson is a CFP® professional with five years of experience in the financial services industry. He has worked at Isthmus Partners, LLC since 2021 and previously held positions at Park Bank and Waukesha State Bank. Knudson is based in Madison, WI. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm employs an equity-centered, committee-driven investment process that combines quantitative screens and fundamental analysis to construct portfolios based on valuation and quality metrics.

Noel Goeddel is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Isthmus Partners, LLC since 2016 and previously worked at U.S. Bank from 2012 to 2016. Noel is based in Madison, WI. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts and pension plans. The firm employs an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis to construct portfolios, and it offers discretionary portfolio management, performance reporting, and financial planning services.

David Hackworthy is a financial advisor at Isthmus Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Isthmus Partners since 2014. Outside of his advisory role, he serves on the University of Wisconsin Carbone Cancer Center Advisory Board and is a partner in a fitness studio holding company. Isthmus Partners is an SEC-registered investment adviser serving individual and institutional clients, including trusts, pension plans, and business entities. The firm employs an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis, offering discretionary portfolio management and financial planning services.

Rebecca Wiegand is a financial advisor at Isthmus Partners, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Robert W. Baird and Thrivent Financial. Outside of her advisory role, she is involved with Neora International, LLC. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm uses an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis to construct portfolios across various asset classes.