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@formefinancial.com
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2 phones found area 316
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LinkedIn matched
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Bill Martin, Cfa is listed as Chief Wealth Officer at Earned Wealth at Earned Wealth, based in Wichita, Kansas, United States. AeroLeads shows a work email signal at formefinancial.com, phone signal with area code 316, and a matched LinkedIn profile for Bill Martin, Cfa.
Bill Martin, Cfa previously worked as Chief Wealth Officer at Earned Wealth and Chief Investment Officer at Earned Wealth. Bill Martin, Cfa holds Mba, Concentration In Finance from The University Of Kansas.
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AeroLeads found 1 current-domain work email signal for Bill Martin, Cfa. Compare company email patterns before reaching out.
Welcome to Earned Wealth, a first-of-its-kind, tech-led wealth management practice that is tailor made for doctors. We have created a comprehensive and cohesive range of financial products and services to support the unique career journey of doctors. Earned offers a modern user experience supported by a dedicated Wealth Advisor. We believe doctors deserve a financial advisory that cares for them with the same passion they bring to caring for us.
Listed skills include Wealth Management, Investments, Investment Strategies, Portfolio Management, and 22 others.
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New York, NY, US
Helps accelerate wealth creation for doctor clients, by career stage and their unique career arc, using advanced technologies, deep data insights, and evidence-based methodologies. Leads development of Earned's perspective across the seven wealth domains that together most drive financial outcomes for doctors: investing, tax planning, career advisory.
New York, NY, US
Led investment strategy for the firm, utilizing advanced technologies and innovative strategies uniquely designed for doctors. Oversaw tax-smart portfolio optimization, direct indexing, ESG, private capital, and dynamic reporting. These tech-led strategies factor in physicians' specific tax rates, goals, social preferences, and capacity for private equity.
Wichita, Kansas, US
Led investment strategy and vision for INTRUST Wealth's practice, emphasizing goal-based client strategies, direct indexing, tax optimization, participant advice, and team development.
Wichita, Kansas, US
Managed investment portfolios of Private Wealth and Institutional Wealth clients. Also, help analyze, develop, and execute the Wealth Management Division's investment strategy and vision.
Wayne, PA, US
Developed new relationships with asset managers, onboarding them to FDx's managed account platforms. Oversaw overlay portfolio management, coordinating activities between asset managers, traders and operations. Worked with client wealth management firms in platform roll-outs.
Wichita, Kansas, US
Analyzed and researched investment products suitable for firm's private clients. Also, serviced relationships and helped with trading.
Facilitated fixed income underwritings among sales, legal, compliance and brokers. Also, serviced institutional and private client relationships.
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Bill Martin, Cfa works for Earned Wealth.
Bill Martin, Cfa is listed as Chief Wealth Officer at Earned Wealth at Earned Wealth.
AeroLeads has found 1 work email signal at @formefinancial.com for Bill Martin, Cfa at Earned Wealth.
AeroLeads has found 2 phone signal(s) with area code 316 for Bill Martin, Cfa at Earned Wealth.
Bill Martin, Cfa is based in Wichita, Kansas, United States while working with Earned Wealth.
Bill Martin, Cfa has worked for Earned Wealth, Intrust Bank, Fdx Advisors, and Regional Investment Banking Firm.
You can use AeroLeads to view verified contact signals for Bill Martin, Cfa at Earned Wealth, including work email, phone, and LinkedIn data when available.
Bill Martin, Cfa holds Mba, Concentration In Finance from The University Of Kansas.
Bill Martin, Cfa is listed with skills including Wealth Management, Investments, Investment Strategies, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, and Alternative Investments.
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