General Info
Bill Martin is an experienced investor and entrepreneur with a strong track record in wealth creation and investment strategy. As the Chief Wealth Officer at Earned Wealth, he accelerates wealth creation for physician clients using advanced technologies and evidence-based methodologies across various financial domains. With previous roles as Chief Investment Officer at INTRUST Bank and Director at FDx Advisors, Bill has led investment strategies emphasizing client-centric approaches and team development. His professional career spans from being an Investment Analyst at INTRUST Bank to a General Securities Principal at a Regional Investment Banking Firm, showcasing his expertise in fixed income underwritings and client relationship management. Bill’s career progression highlights his dedication to developing innovative investment strategies and fostering financial growth for his clients.
Location: Chicago, Illinois, United States
Country: United States of America
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Investment Regions:
Investment Stages: pre-seed, seed
angel-individual
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🤖 AI Activity Report
Status: not-found
AI Reasoning: Searches across LinkedIn, company pages, SEC adviser profile, and news results show Bill Martin (Chief Wealth Officer at Earned Wealth) with professional roles and publications but no public record of investments into startups or venture transactions. No specific startup name or investment date was found to establish recent investment activity. Therefore classify as not-found.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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