General Investing >> Money Manager Interviews >> January 26, 2009
Noel D. Goeddel, CFA, is the Lead Portfolio Manager of the Holt-Smith Advisors'
Large Cap Value portfolio, the product he helped the company launch in 2005.
Along with his leadership of the Value portfolio, his responsibilities also
include serving on the Investment Committee and as an analyst for the company's
Large Cap and Mid Cap Growth portfolios. Additionally, he is actively involved
with the CFA Society of Madison, Wisconsin, serving as President for the fiscal
year 2008-2009, and has been a member of its Board of Directors since 2005. He
joined Holt-Smith Advisors in 1999. Profile
investment philosophy?
Mr. Goeddel: Holt-Smith Advisors is an employee and majority woman owned
investment boutique
