Bill Marvel's Location
Marion, MA, US
Bill Marvel's Work
- Managing Partner @ Baldwin Brothers - Wealth Management
- Executive Committee and Founder @ New Summit Investments, LLC
- Founder @ JKD Capital, LLC
- Co-Founder and COO @ GreenTech Research
- Director and COO @ Strategic Capital Allocation Group LLC.
- Group Manager @ Pegasystems
- Analyst @ SunGard - now part of FIS
Bill Marvel's Education
- Boston University - School of Management
MBA (Finance, General)
1995 - 1997 - Ithaca College
BS (Management)
1988 - 1992
Bill Marvel's Skills
- Portfolio Management
- Investment Research
- Sustainable Investing
- Alternative Investments
- Private Equity
- Venture Capital
- Angel Investing
- Mobile
- Performance
- Digital Strategy
Bill Marvel's Summary
Bill Marvel, based in Marion, MA, US, is currently a Managing Partner at Baldwin Brothers - Wealth Management, bringing 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 contributes valuable insights to the industry. Bill Marvel has 2 emails and 1 mobile phone number on RocketReach.
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