Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

William Bruce Fox

Middleton,WI

Summary

Experienced Portfolio Manager excelling in client relationship management and asset allocation. I have successfully enhanced client trust and retention through personalized service and effective communication, resulting in significant growth in assets under management.

Overview

25
25
years of professional experience

Work History

Portfolio Manager and Wealth Advisor

Isthmus Partners LLC
06.2016 - 09.2025
  • Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
  • Presented detailed reports to high net worth clients on portfolio performance, highlighting key drivers of growth and areas of underperformance.
  • Helped the firm grow from $400 Million AUM in 2016 to $1.3 Billion AUM in 2025.
  • Communicated market developments, portfolio changes and annual performance information to clients.

Senior Portfolio Manager

US Bank
04.2000 - 05.2016
  • Collaborated with team members to develop customized investment solutions tailored to individual client needs and objectives..
  • Effectively communicated complex financial concepts to clients from diverse backgrounds using easy-to-understand language.
  • Implemented risk management strategies for optimal asset allocation and diversification across multiple portfolios.
  • Developed strong relationships with clients through consistent communication and attentive service, resulting in increased assets under management.
  • Managed $3.8 Million in annual client revenue.

Education

MBA - Business

University of Wisconsin, Madison
Madison, WI

Bachelor of Arts -

Vanderbilt University
Nashville, TN

Skills

  • Client interfacing and relationship management
  • Asset allocation
  • Portfolio construction
  • Computer skills: MS Office, Charles River, Genesis, APX, Salesforce, Moneyguide Pro, Factset

Interests

  • Bethel Lutheran Investment Committee
  • Downtown Madison Inc
  • Edgewood Campus School Board/Finance (Past)
  • US Bank United Way Co Chair (Past)
  • Carbone Emerging Leader (Past)

Timeline

Portfolio Manager and Wealth Advisor

Isthmus Partners LLC
06.2016 - 09.2025

Senior Portfolio Manager

US Bank
04.2000 - 05.2016

MBA - Business

University of Wisconsin, Madison

Bachelor of Arts -

Vanderbilt University

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