Where does Bill Martin work?

Bill Martin is Chief Wealth Officer at Earned Wealth.

Where did Bill Martin go to school?

Bill Martin studied at The University of Kansas (MBA, Concentration in Finance); MidAmerica Nazarene University (Bachelor of Science (BS), Business Administration and Management, General).

Bill Martin

Chief Wealth Officer at Earned Wealth

Wichita, Kansas, United States

Find your path to Bill

203 people in our graph share verified history with Bill — schools, employers, funds. One of them is your warm intro.

Jeff StowellunlockedBill: together at The University of Kansas (1993–1994)

×11Bill: together at The University of Kansas

Chief Wealth Officer at Earned Wealth

Intro paths

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In turn, Bill can intro founders to Earned Wealth's investors below.

Earned Wealth's investors · 2

Silversmith Capital PartnersBoston · $20M – $125M checks Summit PartnersBoston · $10M – $500M checks

Co-founders at Earned Wealth

John ClendeningFounder & Chief Executive Officer

Stephanie PearsonCEO & Managing Director, Insurance (Co-founder, PearsonRavitz)

Experience

Earned WealthChief Wealth Officercurrent2022 — present
Earned WealthChief Investment Officer2021 — 2022
INTRUST BankChief Investment Officer2014 — 2021Wichita, Kansas Area
INTRUST BankSenior Portfolio Manager and Investment Strategist2011 — 2014Wichita, Kansas Area
FDx AdvisorsDirector, Managed Account Services2001 — 2011
INTRUST BankInvestment Analyst1999 — 2001
Regional Investment Banking FirmGeneral Securities Principal1995 — 1999

Skills & more

Executive LeadershipTax PlanningQualified Retirement PlansFinancial PlanningWealth Management75Asset Managment10Investment Strategies58Fixed Income34Trading10Investments57Asset Allocation9Investment Advisory7

+8 more

Mutual FundsEquitiesAlternative InvestmentsCapital MarketsRetirement PlanningHedge FundsRisk ManagementFinancial Modeling

Chartered Financial Analyst (CFA) — CFA Institute

From Bill's professional profile.

Frequently asked questions

Who is Bill Martin?: Chief Wealth Officer at Earned Wealth
Where does Bill Martin work?: Bill Martin is Chief Wealth Officer at Earned Wealth.
Where did Bill Martin go to school?: Bill Martin studied at The University of Kansas (MBA, Concentration in Finance); MidAmerica Nazarene University (Bachelor of Science (BS), Business Administration and Management, General).

Same school

Also attended The University of Kansas177

Michelle DuncanDirector, Events at Ibex Investors Michelle GarlandPartner & CEO at Soul Search at AlleyCorp Sam SilversheinVice President at Alpha Partners Harry LuoSenior Associate at Reach Capital Jeff StowellManaging Partner at Royal Street Ventures Management Company, Llc Scott WilliamsonPortfolio Partner: Product at OSS Capital

+ 171 more

Also attended MidAmerica Nazarene University3

Johnny ReamPartner at Stray Dog Capital Dan Van OstrandExecutive Officer at SigmaSense Mike EnglishCEO at Curiteva

Shared employers

Also worked at Earned Wealth12

Jeffrey CrisanInvestor at Silversmith Capital Partners Ben WestPartner, Concept Development at JUXTAPOSE VENTURES Patrick ChunFounder and Managing Partner at JUXTAPOSE VENTURES Vikas SinghalPartner at Hudson Structured Capital Management Tom ValdiviaSenior Advisor at InTandem Capital Partners John ClendeningFounder & Chief Executive Officer at Earned Wealth

+ 6 more

Also worked at INTRUST Bank1

Ron BaldwinChief Executive Officer at Uncommon Giving

Also worked at FDx Advisors35

Alan TangVenture Partner at iGlobe Partners Noga KapManaging Partner at i3 Partners Hani LermanCFO at Arkin Capital Laura Moreno LucasGeneral Partner at L'ATTITUDE Ventures Nasser KhodriChief Commercial Officer at FIS Mack GillHead of Global Securities Processing at FIS Capital Markets at Mela Ventures

+ 29 more