Profiel
Mr. Timothy J.
Puls is an Equity Research Analyst at Isthmus Partners LLC.
He joined the firm in 2016.
He is responsible for conducting equity research for the Large and Small Cap Core Equity portfolios.
He began his investment career in 2008 with AnchorBank and served as a Risk Analyst for the firm.
He is a graduate of the University of Wisconsin-Madison with a bachelor’s degree in Economics.
He received his master’s degree in business administration through the Applied Securities Analysis Program at the University of Wisconsin-Madison School of Business.
He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Madison.
Actieve functies van Tim Puls
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-01-2016 |
Eerdere bekende functies van Tim Puls
| Bedrijven | Functie | Einde |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 01-02-2016 |
AnchorBank, FSB (Wisconsin)
 AnchorBank, FSB (Wisconsin) Savings BanksFinance AnchorBank, FSB (Wisconsin) is a company based in Madison, WI. | Corporate Officer/Principal | 30-06-2011 |
Opleiding van Tim Puls
| University of Wisconsin | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
AnchorBank, FSB (Wisconsin)
AnchorBank, FSB (Wisconsin) Savings BanksFinance AnchorBank, FSB (Wisconsin) is a company based in Madison, WI. | 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 |