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@isthmuspartnersllc.com
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4 phones found area 608
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LinkedIn matched
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Joel C. (Joe) Mcneil, Cfp® is listed as Partner, Director of Advisory Services at Isthmus Partners, LLC, a company with 13 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at isthmuspartnersllc.com, phone signal with area code 608, and a matched LinkedIn profile for Joel C. (Joe) Mcneil, Cfp®.
Joel C. (Joe) Mcneil, Cfp® previously worked as Founding Partner, Director of Advisory Services at Isthmus Partners, Llc and Senior Vice President / Portfolio Manager at Robert W. Baird & Co.. Joel C. (Joe) Mcneil, Cfp® holds Ba, Political Science, Economics, History from University Of Wisconsin-Madison.
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AeroLeads found 1 current-domain work email signal for Joel C. (Joe) Mcneil, Cfp®. Compare company email patterns before reaching out.
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.
Listed skills include Investments, Portfolio Management, Investment Management, Asset Allocation, and 9 others.
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A career timeline built from the work history available for this profile.
Madison, Wisconsin
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.
HGMR Investment Management was an investment management and advisory practice with roots dating back to 1945. Joe directed investment counseling for HGMR. He specialized in comprehensive investment planning and tailored portfolio management for individuals, families and institutional clients.
Other employees you can reach at isthmuspartnersllc.com. View company contacts for 13 employees →
Sara Trachte
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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EK
Eric Knudson, Cfp®
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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JE
Joseph Edelstein, Cfa
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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RW
Rebecca Wiegand
Colleague at Isthmus Partners, LlcSheboygan County, Wisconsin, United States, United States
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TN
Tony Nichols, Cmt
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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ND
Noel D. Goeddel, Cfa
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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JB
Jeremy Baier, Cfa
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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DH
David Hackworthy
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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RC
Ryan Cobb
Colleague at Isthmus Partners, LlcMadison, Wisconsin, United States, United States
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Activities and Societies: Chi Phi
Quick answers generated from the profile data available on this page.
Joel C. (Joe) Mcneil, Cfp® works for Isthmus Partners, LLC.
Joel C. (Joe) Mcneil, Cfp® is listed as Partner, Director of Advisory Services at Isthmus Partners, LLC.
AeroLeads has found 1 work email signal at @isthmuspartnersllc.com for Joel C. (Joe) Mcneil, Cfp® at Isthmus Partners, LLC.
AeroLeads has found 4 phone signal(s) with area code 608 for Joel C. (Joe) Mcneil, Cfp® at Isthmus Partners, LLC.
Joel C. (Joe) Mcneil, Cfp® is based in Madison, Wisconsin, United States while working with Isthmus Partners, LLC.
Joel C. (Joe) Mcneil, Cfp® has worked for Isthmus Partners, Llc, Robert W. Baird & Co., Strong Capital Management, Us Bank, and West Hudson.
Joel C. (Joe) Mcneil, Cfp®'s colleagues at Isthmus Partners, LLC include Sara Trachte, Eric Knudson, Cfp®, Joseph Edelstein, Cfa, Rebecca Wiegand, and Tony Nichols, Cmt.
You can use AeroLeads to view verified contact signals for Joel C. (Joe) Mcneil, Cfp® at Isthmus Partners, LLC, including work email, phone, and LinkedIn data when available.
Joel C. (Joe) Mcneil, Cfp® holds Ba, Political Science, Economics, History from University Of Wisconsin-Madison.
Joel C. (Joe) Mcneil, Cfp® is listed with skills including Investments, Portfolio Management, Investment Management, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, and Finance.
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