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Martone Capital Management, Inc.
White Plains, NY

William Martone

ChFC®, CLU®
Score:
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Meet William

Introduction - William Martone
Introduction - William Martone
Video Transcripts

William Martone is President and Senior Portfolio Manager of Martone Capital Management, Inc, which was founded in 1994. Bill has 40 years of experience in the financial services industry and manages portfolios for both individual investors and pension funds using multiple investment strategies. He is a Chartered Financial Consultant, Chartered Life Underwriter and New York State Registered Investment Advisor.

Born in 1949, Bill has a Bachelor of Business Administration degree…

William Martone is President and Senior Portfolio Manager of Martone Capital Management, Inc, which was founded in 1994. Bill has 40 years of experience in the financial services industry and manages portfolios for both individual investors and pension funds using multiple investment strategies. He is a Chartered Financial Consultant, Chartered Life Underwriter and New York State Registered Investment Advisor.

Born in 1949, Bill has a Bachelor of Business Administration degree from Pace University, NYC (1971). He also received the Chartered Life Underwriter (1978) and Chartered Financial Consultant (1983) designations from the American College in Bryn Mawr, Pennsylvania. Bill and his wife Diana live in Bronxville, New York. They have two children, Michael and Lauren.

Bill is a frequent lecturer and educator on the topics of pensions and retirement planning and has served as an instructor in the Adult Education Division of the City University of New York (CUNY). He was previously a Registered Representative with A.G. Edwards & Sons, Inc. where he provided financial planning and Investment Management Services to his clients.

Since 1973, Bill has studied various investment strategies while his practice has focused on helping clients avoid the common mistakes made by most investors. He is frequently quoted in the Westchester Journal Business News and Martone Capital Management was featured on CNNfn.

Corporate Offices are conveniently located in White Plains, NY. Meeting locations in New York City are also available. Call or email to receive a copy of our weekly investment newsletter (via email), or if you would like a free review of your investment and insurance programs.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Education

Other post-graduate
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