Bill Martin, CFA

Chief Investment Officer, INTRUST Bank
BM
Bill Martin is the Chief Investment Officer for INTRUST Bank where he leads investment strategy for INTRUST Wealth’s practice, emphasizing goals-based client solutions and tax-aware portfolio optimization. Bill authored The Smart Financial Advisor and frequently speaks on investment strategies and industry innovation. He chairs the American Bankers Association Wealth Management & Trust Advisory Board and serves on several fintech and industry advisory boards.

Bill holds an MBA from the University of Kansas, is a CFA Charterholder and has more than 20 years of investment-related experience.