Joel C. McNeil
Partner, Director of Advisory Services
- Role
- Founding Partner, Director of Advisory Services at Isthmus Partners, LLC
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Joel C. McNeil
As a Founding Partner and Director of Advisory Services at Isthmus Partners, I leverage…
Experience
Founding Partner, Director of Advisory Services
May 2014 — Present · Madison, WI, US
Directs Advisory Services for the firm and manages client portfolios. He specializes in comprehensive investment planning and portfolio management for individuals, corporations and non-profit organizations.
Education
University of Wisconsin-Madison
BA, Political Science, Economics, History
Macquarie University
Economics
1987 — 1987
Skills
- Asset Management
- Investments
- Financial Advisory
- Portfolio Management
- Investment Management
- Financial Services
- Asset Allocation
- Mutual Funds
- Securities
- Investment Advisory
- Finance
- Wealth Management
- Investment Strategies
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