Noel Goeddel, is Vice President, Portfolio Manager and member of the Equity Investment Committee at Holt-Smith Advisors.   Noel serves as the Lead Portfolio Manager of the Large Cap Value portfolio and helped the team launch the product in the summer of 2005.   He also serves as an equity research analyst of both the Mid Cap Growth and Large Cap Growth portfolios.    Noel is responsible for the portfolio and relationship management of high-net worth and institutional accounts nationwide.   Before joining Holt-Smith Advisors in 1999, Noel was a Relationship Associate at the Bank of America Private Bank and an Investment Systems Analyst from 1997-1999, in St. Louis, Missouri.

Noel is a current member of the CFA Society of Madison.   His prior offices held at the Society include: serving on the Board of Directors of the CFA Society of Madison since 2005, serving as the President from 2008 to 2009, serving as the Vice-President from 2006 to 2008 and the Secretary from 2005 to 2006.   He is a member of the CFA Institute, and earned the right to use the CFA designation in 2002.   Noel received a bachelor’s of science degree in Finance from the University of Illinois , Urbana-Champaign in 1997.