Bill Wendel
Strategic Advisory and Consulting| Alternatives/Private Markets Wealth Distribution Execution| RIA Advisory| Alts Product Management| Entrepreneur| Financial Services Leader experienced piloting M&A transactions
- Role
- Managing Director Wealth at Paddock Capital Markets
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director Wealth
Jun 2025 — Present · NY, US
Paddock provides M&A and capital raising advisory services to the middle market. We are focused on delivering high quality, high touch services to our clients. Our leadership team combines over 50 years of banking and industry experience to provide a differentiated approach to investment banking.Leading the Wealth segment at Paddock, I will be using my experience both as a entrepreneur and senior executive at global asset managers/private markets firms to help clients navigate and succeed in the Wealth Channels. From RIA\'s looking to transition or \'get to the next level\' to private markets and Fintech firms looking to understand and build GTM strategies outside of the institutional space.Any third-party posts linked to this profile should not be considered to represent my views or the views of Paddock Capital Markets or M&A Securities Group, Inc.(MAS). Securities-related services provided by MAS. Paddock Capital Markets and MAS are unaffiliated entities.
Education
Fordham University
B.S., Finance, Marketing
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