Financial Services Veteran Mary Ann Bartels Joins Sanctuary Wealth as Chief Investment Strategist – PR Newswire

Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients

INDIANAPOLIS, Sept. 8, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, announces the appointment of Mary Ann Bartels to the newly created office of Chief Investment Strategist. A veteran of more than 35 years in financial services, she spent more than two decades at Bank of America Merrill Lynch, where she was Head of Technical & Market Analysis and led the Research Investment Committee (RIC). She brings a wealth of knowledge and experience that will provide tremendous value to Sanctuary partner firms and allow them to offer additional innovative investment solutions to clients.

During that time, she created research that advisors and clients relied on to make informed decisions regarding their investments and received the prestigious Institutional Investor All-American Research award for six consecutive years. Mary Ann has been a frequent commentator on CNBC, Bloomberg, and Fox Business and is regularly quoted in respected publications including Barron’sThe Wall Street Journal, and Financial Times. She has been a regular presenter at the annual Barron’s Advisor Women Summit, including serving as a keynote speaker.

Mary Ann has built an outstanding and well-deserved reputation on Wall Street over the last 30-plus years for her research skills and thoughtful insights,” said Jim Dickson, CEO and Founder of Sanctuary Wealth. “She’s fiercely dedicated to providing the best solutions to advisors and their clients as well as being a tireless advocate for women in the financial world. Independent financial advisors don’t normally have access to someone of Mary Ann’s caliber. Our network will have direct access to collaborate with her as much as they want.”

During her time in the Merrill Lynch Chief Investment Office (CIO), she produced thought leadership on investment guidance and portfolio strategies for advisors and their clients, including the creation of the first client roadshow and spent six years educating advisors, clients, and prospects about the markets, the economy, and world events. Mary Ann also created the first research products for Exchange Traded Funds (ETF) for a large investment banking firm covering over 500 ETFs.

“I’m excited to be joining Sanctuary Wealth because I love the markets, but what I love most is working with best-in-class advisors and their clients to assist them in building out their future plans. It’s a passion I’ve had for decades, and Sanctuary is the ideal place for me …….

Source: https://www.prnewswire.com/news-releases/financial-services-veteran-mary-ann-bartels-joins-sanctuary-wealth-as-chief-investment-strategist-301620705.html