Chief Investment Officer
As Chief Investment Officer at INTRUST Bank, Bill Martin, CFA leads investment strategy for INTRUST Wealth's practice, emphasizing goal-based client solutions and tax-aware portfolio optimization. Prior to joining INTRUST, Bill served as director of managed account services at SunGard Advisor Technologies and Folio Dynamix, consulting with wealth and retirement practices across the U.S. Bill authored The Smart Financial Advisor: How Financial Advisors can Thrive by Embracing Fintech and Goals-Based Investing and frequently speaks on investment strategies and industry innovation. He chairs the American Bankers Association Wealth Management & Trust Advisory Conference Board, serves on a number of fintech, asset management, and industry advisory councils, and volunteers on Exploration Place’s and HopeNet’s boards. Bill holds an MBA from the University of Kansas, is a CFA Charterholder, and has more than 25 years of investment-related experience.