Isthmus Partners, LLC

Margaret Mcneil is a CFP® and holds a Series 66 license with three years of industry experience. She currently works at Isthmus Partners, LLC and previously held roles at BBR Partners and Charles Schwab. Before entering the financial industry, she worked in the retail and fitness sectors. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts and pension plans. The firm employs a committee-driven, equity-centered investment process combining quantitative screening and fundamental analysis to construct portfolios, and offers both discretionary portfolio management and financial planning services.

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® professional with 26 years of industry experience, currently serving at Isthmus Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Madison, WI. McNeil is involved in community and nonprofit activities, serving on the boards of the SSM/St. Mary’s Hospital Foundation, Edgewood College Foundation advisory board, Madison Downtown Rotary Investment Committee, and Asset Builders of America. 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 with a focus on valuation and quality, offering discretionary portfolio management, financial planning, and specialized portfolio strategies.

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 industry experience, currently with Isthmus Partners, LLC. Prior to joining Isthmus Partners in 2021, he worked at Park Bank from 2016 to 2021. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients such as trusts and pension plans. The firm employs an equity-centered, committee-driven investment process combining quantitative screens and fundamental analysis, and offers discretionary portfolio management, performance reporting, and financial planning services.

Noel Goeddel is a CFA® charterholder with 23 years of industry experience. He has worked at Isthmus Partners, LLC since 2016 and previously spent 12 years at Holt-Smith Advisors. He holds a Series 65 license and 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 uses an equity-centered, committee-driven investment process that combines quantitative screening with fundamental analysis, emphasizing quality and intrinsic value in portfolio construction.

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.