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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bedel Financial Consulting, Inc. | Sr. Portfolio Manager | May 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 Academy | Board Member for six years and Treasurer for three years | Jul 2017 to Jun 2023 | — |
| CFA Society of Indianapolis | Board Member, Past President | Jan 2003 to Jan 2015 | — |
| Indiana Business Modernization and Technology Corp. | Intern | Jan 1994 to Jan 1996 | — |
Education
University of Indianapolis
B.S. Economics and Finance, Mathematics
1992 — 1996
Skills & Expertise
Others at Bedel Financial Consulting, Inc. (6)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Indianapolis, IN , United States | |
| Portfolio Manager | Indianapolis, IN , United States | |
D Dave Crossman | Portfolio Manager | Columbus, IN , United States |
| Senior Portfolio Manager | Indianapolis, IN , United States | |
| Investment Analyst | Indianapolis, IN , United States | |
N Nicholas Kelly | Portfolio Manager | Indianapolis, IN , United States |
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