Bill Marvel Email & Phone Number

Managing Partner @ Baldwin Wealth Partners

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Bill Marvel Location

Marion, MA, US

Bill Marvel Work

2008 - now Managing Partner @ Baldwin Wealth Partners
2017 - 2020 Executive Committee and Founder @ New Summit Impact
2003 - 2008 Founder @ JKD Capital, Inc.

2005 - 2008 Co-Founder and COO @ GreenTech Research
1996 - 2003 Director and COO @ Strategic Capital Allocation Group LLC.
1998 - 2000 Group Manager @ Pegasystems
1997 - 1998 Analyst @ SunGard - now part of FIS

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Bill Marvel Education

Boston University - School of Management
MBA (Finance, General)
1995 - 1997
Ithaca College
BS (Management)
1988 - 1992

Bill Marvel Skills

Portfolio Management
Investment Research
Sustainable Investing

Alternative Investments
Private Equity
Venture Capital
Angel Investing
Wealth Management
Family Office Services
Mobile

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Bill Marvel Summary

Bill Marvel, based in Marion, MA, US, is currently a Managing Partner at Baldwin Wealth Partners. Bill Marvel brings experience from previous roles at New Summit Investments, LLC, JKD Capital, Inc., GreenTech Research and Strategic Capital Allocation Group. Bill Marvel holds a 1995 - 1997 MBA in Finance, General @ Boston University - School of Management. With a robust skill set that includes Portfolio Management, Investment Research, Sustainable Investing, Alternative Investments, Private Equity and more. Bill Marvel has 2 emails and 3 mobile phone numbers on RocketReach.

Bill Marvel Emails

Found 2 emails

Bill Marvel Phone Numbers

Found 6 phone numbers

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Robert Marvel

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Robert Marvel

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Top Baldwin Wealth Partners Employees

Eric Strand

President, Managing Partner at Baldwin Wealth Partners

Marion, MA, US
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Bill Marvel

Managing Partner at Baldwin Wealth Partners

Marion, MA, US
2
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- gmail.com
5+
- +1 508-748-XXXX
- +1 814-454-XXXX
- +1 941-227-XXXX
- +1 508-763-XXXX
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Taylor Baldwin

COO at Baldwin Wealth Partners

Marion, MA, US
3
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4
- +1 508-748-XXXX
- +1 508-769-XXXX
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Andrew McIntire

Managing Partner at Baldwin Wealth Partners

Mattapoisett, MA, US
1
- baldwin-llc.com
1
- +1 508-789-XXXX
Ellen Stone

Partner at Baldwin Wealth Partners

Marion, MA, US
2
- gmail.com
- aol.com
4
- +1 508-324-XXXX
- +1 508-748-XXXX
- +1 913-312-XXXX
- +1 508-748-XXXX
John Prys

Managing Director, Lead Advisor at Baldwin Wealth Partners

Louisville, KY, US
2
- baldwin-llc.com
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Lena Seland

Family Office Manager at Baldwin Wealth Partners

Boston, MA, US
1
- baldwin-llc.com
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- +1 508-996-XXXX
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Zach Shirilla

Investment Analyst at Baldwin Wealth Partners

Washington, DC, US
2
- baldwin-llc.com
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Kimberly Swift

Service Advisor at Baldwin Wealth Partners

Boston, MA, US
3
- comcast.net
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- +1 617-218-XXXX
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Suzanne Blom

Senior Client Service Associate at Baldwin Wealth Partners

Middleborough, MA, US
2
- baldwin-llc.com
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- +1 508-586-XXXX
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Lillie Krueger

Manager, Senior Client Services and Private Investment Administrator at Baldwin Wealth Partners

Plympton, MA, US
2
- gmail.com
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