Profil
Mr. Joel C.
McNeil is Founding Partner, Director of Advisory Services & Portfolio Manager at Isthmus Partners LLC.
He specializes in comprehensive investment planning and portfolio management for individuals, corporations and non-profit organizations.
He began his financial services industry career in 1991 with Robert W.
Baird & Co., as a Financial Advisor.
Prior to joining HGMR Investment Management in 2002, he held senior positions with US Bank and Strong Capital Management.
Before entering financial services, he worked as a Legislative Assistant in Washington D.C.
for both a U.S.
Senator and Congressman.
He earned his bachelor’s degree from the University of Wisconsin-Madison, where he studied Political Science, Economics and History.
He is a Certified Financial Planner professional.
Postes actifs de Joel Carter McNeil
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/2014 |
Anciens postes connus de Joel Carter McNeil
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | 31/12/2013 |
United State Bank
 United State Bank Regional BanksFinance United State Bank engages in the provision of commercial banking services. Its products and services include checking, savings, loans, credit cards, mobile banking, commercial loans, business credit card, and crop insurance. The company was founded by in 1922 and is headquartered in Lewistown, MO. | Corporate Officer/Principal | - |
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | - |
Formation de Joel Carter McNeil
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
United State Bank
United State Bank Regional BanksFinance United State Bank engages in the provision of commercial banking services. Its products and services include checking, savings, loans, credit cards, mobile banking, commercial loans, business credit card, and crop insurance. The company was founded by in 1922 and is headquartered in Lewistown, MO. | Finance |
