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William Wendling

Sr. Portfolio Manager at Bedel Financial Consulting, Inc.

Carmel, IN , United States

About

William (Bill) Wendling, CFA, is the Senior Portfolio Manager and Chief Investment Officer at Bedel Financial Consulting, Inc., based in Carmel, Indiana. In his current role since 1996, he leads the development and implementation of tailored investment strategies, working closely with clients to ensure their portfolios are structured to meet unique long-term financial goals. His expertise encompasses the construction, monitoring, and adjustment of diversified portfolios aligned with both client objectives and market conditions.

Wendling specializes in managing a broad array of asset classes, with a particular emphasis on fixed income securities, equities, and portfolio strategies that serve as ballast during market volatility. His industry insights include regularly evaluating opportunities within the bond markets, as well as providing guidance on topics ranging from tax-efficient investing to market risk management.

A magna cum laude graduate from the University of Indianapolis with a B.S. in Economics/Finance and Mathematics, Wendling is a Chartered Financial Analyst and an active member of the CFA Institute. He is a past president and board member of the CFA Society of Indianapolis and has served as board member and treasurer for the Hamilton County Leadership Academy, reflecting a strong commitment to both professional and community leadership. Wendling is an 11-time recipient of the Five Star Wealth Manager Award, and has been recognized for his influence in the financial services sector.

Career History

OrganizationRoleDate RangeDetails
Bedel Financial Consulting, Inc.Sr. Portfolio ManagerMay 1996 to Present
Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment service...
Hamilton County Leadership AcademyBoard Member for six years and Treasurer for three yearsJul 2017 to Jun 2023
CFA Society of IndianapolisBoard Member, Past PresidentJan 2003 to Jan 2015
Indiana Business Modernization and Technology Corp.InternJan 1994 to Jan 1996

Education

University of Indianapolis

B.S. Economics and Finance, Mathematics

1992 1996

Skills & Expertise

Alternative Investments
Wealth Management
Portfolio Management
Financial Modeling
Investment Strategies
Project Management
Valuation
Investments
Marketing
Research
Nonprofits
Fixed Income
Asset Allocation
Investment Advisory
Asset Managment
Equities
Investment Management
Equity Research

Others at Bedel Financial Consulting, Inc. (6)

NameRoleLocation
Anthony Harcourt
Anthony Harcourt
Portfolio ManagerIndianapolis, IN , United States
Austin Stagman
Austin Stagman
Portfolio ManagerIndianapolis, IN , United States
D
Dave Crossman
Portfolio ManagerColumbus, IN , United States
Jonathan Koop
Jonathan Koop
Senior Portfolio ManagerIndianapolis, IN , United States
Collin Knecht
Collin Knecht
Investment AnalystIndianapolis, IN , United States
N
Nicholas Kelly
Portfolio ManagerIndianapolis, IN , United States

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