Bill Martin
- Role
- Chief Wealth Officer at Earned
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
About Bill Martin
Bill is the Chief Wealth Officer at Earned Wealth and a founding member of its leadership…
Experience
Chief Wealth Officer
Oct 2022 — Present
Accelerates wealth creation for physician 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 physicians: investing, tax planning, career advisory, insurance, trust and estate, debt management, and cash management.
Education
MidAmerica Nazarene University
Bachelor of Science (BS), Business Administration and Management, General
1989 — 1992
The University of Kansas
MBA, Concentration in Finance
1992 — 1994
Skills
- Equity Research
- Asset Allocation
- Risk Management
- Retirement Planning
- Investment Strategies
- Asset Management
- Bloomberg
- Fixed Income
- Wealth Management
- Alternative Investments
- Investments
- Asset Managment
- Investment Advisory
- Trading
- Investment Management
- Mutual Funds
- Portfolio Management
- Overlay Portfolio Management
- Financial Modeling
- Financial Services
- Capital Markets
- Equities
- Financial Analysis
- Hedge Funds
- Wealth
- Banking
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