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About
Bill Marvel is Managing Partner and Portfolio Manager at Baldwin Wealth Partners, a Marion, MA-based registered investment advisory firm serving high-net-worth individuals and families. In this role, he is responsible for overseeing client relationships, portfolio management, and leading the firm’s sustainable investment initiatives, with a focus on integrating environmental, social, and governance (ESG) criteria across client portfolios.
Prior to Baldwin Wealth Partners, Bill co-founded and served on the executive committee of New Summit Investments, focusing on impact investing, and was founder of JKD Capital, Inc., where he developed expertise in wealth management strategies tailored to private clients and families. His background demonstrates notable achievement in advancing sustainable and impact investing in the private wealth sector.
Bill earned his MBA in Finance from Boston University's School of Management and holds a BS in Management from Ithaca College. With over 25 years of investment industry experience, his expertise includes portfolio construction, sustainable investments, and holistic wealth management solutions for families and family offices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Baldwin Wealth Partners | Managing Partner | Sep 2008 to Present | We at Baldwin Brothers believe integrity, diligence and independent thinking are at the core of a principled and sustainable wealth management relationship. We are an independent wealth management fi... |
| New Summit Investments, LLC | Executive Committee and Founder | Jan 2017 to Oct 2020 | — |
| JKD Capital, Inc. | Founder | Jan 2003 to Sep 2008 | — |
| GreenTech Research | Co-Founder and COO | Jan 2005 to Jan 2008 | — |
| Strategic Capital Allocation Group | Director and COO | Jan 1996 to Jan 2003 | Multi-billion dollar family office and investment consulting practice. |
| Pegasystems | Group Manager | Jan 1998 to Jan 2000 | — |
| SunGard - now part of FIS | Analyst | Jan 1997 to Jan 1998 | — |
Education
Boston University - School of Management
MBA, Finance, General
1995 — 1997
Ithaca College
BS, Management
1988 — 1992
Skills & Expertise
Others at Baldwin Brothers Llc/ma (6)
| Name | Role | Location |
|---|---|---|
A Andrew McIntire | Managing Partner | Mattapoisett, MA , United States |
 | Investment Analyst | Skokie, IL , United States |
E Ellen Stone | Partner | Marion, MA , United States |
 | Chief Investment Officer | Birmingham, AL , United States |
J John Mannix | Partner | Plymouth, MA , United States |
 | Investment Analyst | Washington, DC , United States |
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 | Vice President - Portfolio Manager | ST Germain D J Co. Inc. | Springfield, MA , United States |
 | Portfolio Manager | ST Germain D J Co. Inc. | Northampton, MA , United States |
 | Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States |
 | Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States |
