Bill Wendling
Direttore degli Investimenti presso Bedel Financial Consulting, Inc.
Profilo
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.
Posizioni attive di Bill Wendling
Società | Posizione | Inizio |
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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. | Direttore degli Investimenti | 01/05/1996 |
Formazione di Bill Wendling
University of Indianapolis | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 1 |
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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 |
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