Brandon Cloete
Financial Planning & Portfolio Management Specialist
- Role
- Financial Planning & Portfolio Management Specialist at Isthmus Partners, LLC
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Experience
Financial Planning & Portfolio Management Specialist
Aug 2022 — Present · Madison, WI, US
Isthmus Partners, LLC is an independent investment management firm located in Madison, Wisconsin. The firm is registered with the U.S. Securities and Exchange Commission and provides customized investment management solutions for institutions and high-net-worth individuals.
Education
Marquette University
Bachelor of Science (BS), Finance
2013 — 2015
Arizona State University
Bachelor of Science (BS), Accounting
2011 — 2013
Northwestern University
Certificate Program in CERTIFIED FINANCIAL PLANNER
Skills
- Business Savvy
- Analysis
- Public Speaking
- Golf
- Customer Service
- Academic Achievement
- Entrepreneurship
- Sales
- Team Leadership
- Intercollegiate Athletics
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