Noel David Goeddel
Gestor de Cartera-Acciones en Isthmus Partners LLC .
Perfil
Mr. Noel D.
Goeddel, CFA, is a Portfolio Manager at Isthmus Partners LLC.
He specializes in comprehensive investment planning and portfolio management for individuals, corporations and non-profit organizations.
Mr. Goeddel began his career in the financial services industry in 1997 as a member of the Private Client Group at Bank of America.
In 1999, he joined Holt-Smith Advisors, Inc. where he was an Equity Analyst.
During his thirteen year tenure with Holt-Smith Advisors, he was the lead Portfolio Manager for institutional and high-net-worth portfolios.
He was also a member of the equity investment committee.
Prior to joining Isthmus Partners in 2016, he was Vice President and Senior Portfolio Manager at US Bank’s Private Client Reserve.
He received his bachelor’s degree in Finance from the University of Illinois at Urbana-Champaign.
He has earned the right to use the Chartered Financial Analyst designation and he is a member of the CFA Institute and the CFA Society Madison.
Cargos activos de Noel David Goeddel
| Empresas | Cargo | Inicio |
|---|---|---|
Isthmus Partners LLC
 Isthmus Partners LLC Investment ManagersFinance Founded in 2014, Isthmus Partners LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. | Gestor de Cartera-Acciones | 01/01/2016 |
Antiguos cargos conocidos de Noel David Goeddel.
| Empresas | Cargo | Fin |
|---|---|---|
Holt-Smith Advisors, Inc.
 Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analyst-Equity | 31/08/2012 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 31/12/1998 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Gestor de Cartera-Acciones | - |
Formación de Noel David Goeddel.
| University of Illinois | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Empresas privadas | 3 |
|---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Isthmus Partners LLC
Isthmus Partners LLC Investment ManagersFinance Founded in 2014, Isthmus Partners LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
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