Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer
As a portfolio manager, I partner with clients in helping to ensure their portfolio is invested in the best way to meet their long-term goals. Since every client has different goals, every client's portfolio is uniquely invested. Too frequently, people overcomplicate problems, when simplifying them would be helpful. I like Occam's razor which suggests that oftentimes the simplest solution is the best solution.
Investment Management and Financial Planning Experience
- Over 25 years of experience in fee-only financial planning and investment management.
- Experience includes developing and implementing investment strategies in coordination with financial goals.
Career History
- Bedel Financial Consulting, Inc., Sr. Portfolio Manager, Chief Investment Officer
Education and Professional Designations
- Awarded Chartered Financial Analyst designation.
- Bachelor of Science, Economics/Finance and Mathematics Double Major, University of Indianapolis, Magna cum laude.
- Presidential Scholar, University of Indianapolis.
Professional Activities
- Past President and Past Board Member, CFA Society of Indianapolis.
- Member, CFA Institute.
Community Activities
- Frequent mission trips to Guatemala.
- Sunday School Teacher, K-6th, ZUMC (2013 - Present).
- Finance Committee, Zionsville United Methodist Church (ZUMC) (2022 - 2025).
- Board Member (2017-2023) and Treasurer (2019-2023), Hamilton County Leadership Academy, Graduate of 2012 Class.
Check out more fun facts about Bill:
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