Joel C. (Joe) Mcneil, Cfp®

Joel C. (Joe) Mcneil, Cfp® Email and Phone Number

Partner, Director of Advisory Services @ Isthmus Partners, LLC
madison, wisconsin, united states
Joel C. (Joe) Mcneil, Cfp®'s Location
Madison, Wisconsin, United States, United States
Joel C. (Joe) Mcneil, Cfp®'s Contact Details

Joel C. (Joe) Mcneil, Cfp® work email

Joel C. (Joe) Mcneil, Cfp® personal email

n/a

Joel C. (Joe) Mcneil, Cfp® phone numbers

About Joel C. (Joe) Mcneil, Cfp®

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.

Joel C. (Joe) Mcneil, Cfp®'s Current Company Details
Isthmus Partners, LLC

Isthmus Partners, Llc

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Partner, Director of Advisory Services
madison, wisconsin, united states
Website:
isthmuspartnersllc.com
Employees:
13
Joel C. (Joe) Mcneil, Cfp® Work Experience Details
  • Isthmus Partners, Llc
    Founding Partner, Director Of Advisory Services
    Isthmus Partners, Llc May 2014 - Present
    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.
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  • Robert W. Baird & Co.
    Senior Vice President / Portfolio Manager
    Robert W. Baird & Co. 2002 - May 2014
    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.
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  • Strong Capital Management
    Vice President
    Strong Capital Management 2000 - 2002
  • Us Bank
    Vice President
    Us Bank 1997 - 2000
    Market Manager of Institutional Trust for US Bank predecessor, Firstar Bank.
    View
  • West Hudson
    Management Consultant
    West Hudson 1994 - 1997

Joel C. (Joe) Mcneil, Cfp® Skills

Investments Portfolio Management Investment Management Asset Allocation Wealth Management Financial Advisory Financial Services Finance Investment Strategies Mutual Funds Asset Management Investment Advisory Securities

Joel C. (Joe) Mcneil, Cfp® Education Details

Frequently Asked Questions about Joel C. (Joe) Mcneil, Cfp®

What company does Joel C. (Joe) Mcneil, Cfp® work for?

Joel C. (Joe) Mcneil, Cfp® works for Isthmus Partners, Llc

What is Joel C. (Joe) Mcneil, Cfp®'s role at the current company?

Joel C. (Joe) Mcneil, Cfp®'s current role is Partner, Director of Advisory Services.

What is Joel C. (Joe) Mcneil, Cfp®'s email address?

Joel C. (Joe) Mcneil, Cfp®'s email address is jm****@****ird.com

What is Joel C. (Joe) Mcneil, Cfp®'s direct phone number?

Joel C. (Joe) Mcneil, Cfp®'s direct phone number is +160834*****

What schools did Joel C. (Joe) Mcneil, Cfp® attend?

Joel C. (Joe) Mcneil, Cfp® attended University Of Wisconsin-Madison, Macquarie University.

What are some of Joel C. (Joe) Mcneil, Cfp®'s interests?

Joel C. (Joe) Mcneil, Cfp® has interest in Joe Spends His Leisure Time With Family, Kathleen, Wisconsin, Their Four Children, A Native Of Mequon, Coaching Youth Sports.

What skills is Joel C. (Joe) Mcneil, Cfp® known for?

Joel C. (Joe) Mcneil, Cfp® has skills like Investments, Portfolio Management, Investment Management, Asset Allocation, Wealth Management, Financial Advisory, Financial Services, Finance, Investment Strategies, Mutual Funds, Asset Management, Investment Advisory.

Who are Joel C. (Joe) Mcneil, Cfp®'s colleagues?

Joel C. (Joe) Mcneil, Cfp®'s colleagues are Sara Trachte, Joseph Edelstein, Cfa, Noel D. Goeddel, Cfa, Tony Nichols, Cmt, Rebecca Wiegand, Eric Knudson, Cfp®, David Hackworthy.

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