WILLIAM MARTIN, CFA

William Martin, CFA

CHIEF INVESTMENT STRATEGIST

Will leverages over 30 years of institutional portfolio management and public capital markets expertise across all asset classes, to help lead the Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios.

Responsibilities

- Portfolio Management
- Tax Strategy

Equity Compensation Planning
Concentrated Position Diversification

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Will Martin, CFA, CHIEF INVESTMENT STRATEGIST, Three Bell Capital