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Bill Marvel
Managing Partner @Baldwin Wealth Partners
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WORK HISTORY
Managing Partner @Baldwin Wealth Partners
Marion, MA, US
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 $2 billion in assets, our 35 experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
EDUCATION
Questrom School of Business, Boston University
MBA, Finance, General
Ithaca College
BS, Management
SKILLS
ABOUT BILL MARVEL
Specialties: Wealth management, sustainable investing, business development, private…
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