Profile
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.
Tim Puls active positions
| Companies | Position | Start |
|---|---|---|
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 | 2015-12-31 |
Former positions of Tim Puls
| Companies | Position | End |
|---|---|---|
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 | 2016-01-31 |
AnchorBank, FSB (Wisconsin)
 AnchorBank, FSB (Wisconsin) Savings BanksFinance AnchorBank, FSB (Wisconsin) is a company based in Madison, WI. | Corporate Officer/Principal | 2011-06-29 |
Training of Tim Puls
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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