Bill Wendling, CFA

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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

  • Treasurer, Hamilton County Leadership Academy, Graduate of 2012 Class
  • Finance Committee, Zionsville United Methodist Church (ZUMC)
  • Frequent mission trips to Guatemala
  • Sunday School Teacher, K-6th, ZUMC

Professional Recognition

  • Recognized in the "Who's Who Behind the Scenes In Banking & Financial Services" by Indianapolis Business Journal, October 2003.
  • Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 8 Year Winner.

Check out more fun facts about Bill:

Bill Wendling, CFA | Meet the Bedel Team


BLOG POSTS

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