Bill Martin, CFA

Bill Martin, CFA has a diverse and extensive work experience. Bill currently holds the position of Chief Wealth Officer at Forme Financial, where they lead the development of perspective across various wealth domains for physician clients, utilizing advanced technologies and evidence-based methodologies. Bill also serves as the Chief Investment Officer at Forme Financial, overseeing investment strategies tailored specifically for physicians.

Prior to their current role, Martin worked at INTRUST Bank for several years. Bill served as the Chief Investment Officer, where they managed investment portfolios for Private Wealth and Institutional Wealth clients. Bill also played a pivotal role in analyzing and executing the bank's investment strategy and vision.

Before joining INTRUST Bank, Martin worked at FDx Advisors as the Director of Managed Account Services. In this position, they developed relationships with asset managers and oversaw portfolio management functions. Bill also collaborated with client wealth management firms for successful platform roll-outs.

Martin started their career at INTRUST Bank as an Investment Analyst, responsible for analyzing investment products and assisting with trading activities. Bill also gained experience in the fixed income market as a General Securities Principal at a regional investment banking firm.

Overall, Martin's work experience demonstrates their expertise in wealth management, investment strategy, portfolio management, and relationship building. Bill has proven their ability to utilize advanced technologies and data insights to drive financial outcomes for clients.

Bill Martin, CFA completed their Bachelor of Science (BS) degree in Business Administration and Management, with a general focus, at MidAmerica Nazarene University from 1989 to 1992. After that, they pursued their Master of Business Administration (MBA) degree with a concentration in Finance at The University of Kansas from 1992 to 1994. In September 2002, Bill obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.