Bill Wendling
Chief Investment Officer bei Bedel Financial Consulting, Inc.
Profil
Mr. William J.
Wendling, CFA, is a Senior Portfolio Manager & Chief Investment Officer at Bedel Financial Consulting, Inc. As a portfolio manager, he partners with clients in helping to ensure their portfolio is invested in the best way to meet their long-term goals.
He has over 20 years of experience in fee-only financial planning and investment management.
His experience includes developing and implementing investment strategies in coordination with financial goals.
He received his Bachelor of Science in Economics/Finance and Mathematics Double Major, Magna cum laude, from the University of Indianapolis and was awarded Chartered Financial Analyst designation.
Aktive Positionen von Bill Wendling
| Unternehmen | Position | Beginn |
|---|---|---|
Bedel Financial Consulting, Inc.
 Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. | Chief Investment Officer | 01.05.1996 |
Ausbildung von Bill Wendling
| University of Indianapolis | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. | Finance |
