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Bill Martin CFA
Bill leads investment strategy for INTRUST Bank, emphasizing goals-based client solutions, portfolio construction using multifactor risk analysis, and tax-aware portfolio optimization. Prior to joi...visualizza altroBill leads investment strategy for INTRUST Bank, emphasizing goals-based client solutions, portfolio construction using multifactor risk analysis, and tax-aware portfolio optimization. Prior to joining INTRUST, Bill served as director of managed account services at SunGard Advisor Technologies and Folio Dynamix. In this role, he consulted with and delivered investment solutions to wealth and retirement firms across the US. He has authored numerous industry articles and whitepapers and is a frequent speaker on investment strategies and industry innovation. Bill serves as a wealth management advisory board member for the American Bankers Association and participates on several client advisory councils of fintech and asset management companies. Moreover, as an active board member of Exploration Place, he advocates for science and technology learning across generations. Bill holds an MBA from the University of Kansas, is a CFA Charterholder and has more than 20 years of investment-related experience.visualizza meno
Libri di Bill Martin CFA
The Smart Financial Advisor: How financial advisors can thrive by embracing fintech and goals-based investing