William Martin, Cfa Email & Phone Number

Bill leverages over 30 years of institutional portfolio management and public capital markets expertise across all asset classes, to help lead the Three Bell Investment Committee's efforts to design, implement and manage client investment strategies and portfolios.Headquartered in the San Francisco Bay Area, Three Bell Capital provides comprehensive wealth management services to the entrepreneurial community. We help clients develop a plan for their wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and we coordinate those efforts across our clients' network of professional advisors.Three Bell Capital complements its private wealth management practice with a corporate retirement plan division that helps clients establish and manage 401(k), cash balance, and deferred comp plans.For clients seeking private company liquidity, we work as representatives of a FINRA-registered broker dealer to facilitate private stock transactions.

Listed skills include Mutual Funds, Asset Management, Asset Allocation, Investments, and 18 others.

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  University Of Illinois At Urbana-Champaign