Bill Marvel

Bill Marvel Email and Phone Number

Managing Partner at Baldwin Wealth Partners @ Baldwin Wealth Partners
Bill Marvel's Location
Marion, Massachusetts, United States, United States
Bill Marvel's Contact Details

Bill Marvel personal email

n/a
About Bill Marvel

Specialties: Wealth management, sustainable investing, business development, private investments.

Bill Marvel's Current Company Details
Baldwin Wealth Partners

Baldwin Wealth Partners

View
Managing Partner at Baldwin Wealth Partners
Bill Marvel Work Experience Details
  • Baldwin Wealth Partners
    Managing Partner
    Baldwin Wealth Partners Sep 2008 - Present
    Louisville, Kentucky, United States
    We at Baldwin Brothers believe integrity, diligence and independent thinking are at the core of a principled and sustainable wealth management relationship. We are an independent wealth management firm that since our founding in 1974 has been working to build upon these principles to redefine the client experience through highly personalized attention, by crafting portfolios and strategies that reflect the individual’s or families point of reference. The results are investments that have true and meaningful impacts on our clients’ financial future, the next generation, and the world around us.Our independence is core to us in providing unbiased and highly personalized relationships. With over $800 million in assets, our twenty experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
    View
  • New Summit Investments, Llc
    Executive Committee & Founder
    New Summit Investments, Llc Jan 2017 - Oct 2020
    Marion, Ma
    View
  • Jkd Capital, Inc.
    Founder
    Jkd Capital, Inc. Jan 2003 - Sep 2008
    Marion, Ma & New York, Ny
  • Greentech Research
    Co-Founder & Coo
    Greentech Research 2005 - 2008
    New York, Ny
  • Strategic Capital Allocation Group
    Director & Coo
    Strategic Capital Allocation Group 1996 - 2003
    Boston, Ma
    Multi-billion dollar family office and investment consulting practice.
    View
  • Pegasystems
    Group Manager
    Pegasystems 1998 - 2000
    Cambridge, Ma
    View
  • Sungard - Now Part Of Fis
    Analyst
    Sungard - Now Part Of Fis 1997 - 1998
    Greater Boston Area
    View

Bill Marvel Skills

Portfolio Management Investment Research Sustainable Investing Alternative Investments Private Equity Venture Capital Angel Investing Wealth Management Family Office Services

Bill Marvel Education Details

Frequently Asked Questions about Bill Marvel

What company does Bill Marvel work for?

Bill Marvel works for Baldwin Wealth Partners

What is Bill Marvel's role at the current company?

Bill Marvel's current role is Managing Partner at Baldwin Wealth Partners.

What is Bill Marvel's email address?

Bill Marvel's email address is bm****@****nts.com

What schools did Bill Marvel attend?

Bill Marvel attended Boston University - School Of Management, Ithaca College.

What skills is Bill Marvel known for?

Bill Marvel has skills like Portfolio Management, Investment Research, Sustainable Investing, Alternative Investments, Private Equity, Venture Capital, Angel Investing, Wealth Management, Family Office Services.

Not the Bill Marvel you were looking for?

  • Bill Marvel

    Bill Marvel
    Resident Engineer At Department Of Veteran Affairs
    Converse, Tx
    3
    satx.rr.com, va.gov, va.gov

    7 +121021XXXXX

  • Bill Marvel

    Bill Marvel
    Jupiter, Fl
    1
    honeycombseals.com
  • Bill Marvel

    Bill Marvel
    Experienced Hotel General Manager
    Buford, Ga
    4
    bellsouth.net, ameripark.com, yahoo.com, aol.com
  • Bill Marvel

    Bill Marvel
    Well-Liked Sales Representative That Always Exceeds Sales Targets . Seeking New Opportunities.
    Cincinnati Metropolitan Area
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.