Former highly respected leader of BofA Merrill Research provides additional fiduciary support and investment insights to Sanctuary advisors and their clients
INDIANAPOLIS, September 8, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, announces the appointment of Mary Ann Bartel to the newly created Office of the 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 responsible for technical and market analysis and led the Research Investment Committee (RIC). She brings a wealth of knowledge and experience that will bring significant value to Sanctuary’s partner companies and enable 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 about 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 Barrons, The Wall Street Journaland FinancialTimes. She has been a regular presenter at the annual Barron Women Councilors Summit, including as a keynote speaker.
“Mary Ann has built an outstanding and well-deserved reputation on Wall Street over the past 30 years for his research skills and thoughtful insights,” said Jim DicksonCEO and Founder of Sanctuary Wealth. “She is fiercely dedicated to providing the best solutions to advisors and their clients, while being a tireless advocate for women in the financial world. Independent financial advisors normally do not have access to someone At Marie-Anne’s caliber. Our network will have direct access to collaborate with her as much as they wish.”
While in Merrill Lynch’s Chief Investment Office (CIO), she produced thought leadership on investment advice and portfolio strategies for advisors and their clients, including creating the first client roadshow and spent six years educating advisors, clients and prospects about markets, the economy and world events. Mary Ann also created the first research products for Exchange Traded Funds (ETFs) for a major investment bank covering over 500 ETFs.
“I’m thrilled to join Sanctuary Wealth because I love the markets, but what I love most is working with top advisors and their clients to help them shape their plans for the future. is a passion I’ve had for decades, and Sanctuary is the perfect place for me to put that passion to work for others,” said Mary Ann BartelChief Investment Strategist, Sanctuary Wealth. “I have always felt that an important part of my mission is to help people understand markets and market behavior so they can make more informed decisions with their advisors. I look forward to continuing to doing so with Sanctuary’s growing list of advisory partners.”
Throughout his career, Mary Ann was a strong advocate for women in financial services through her aunt’s mentorship Bernadette Bartel Murphywho began working on Wall Street in the 1950s and became one of the first female traders and a trusted source of investment advice for countless clients.
In line with his career-long commitment to providing guidance to advisors and their clients, after leaving Bank of America in 2020, Mary Ann immersed herself in the world of decentralized finance (DeFi), blockchain and cryptocurrencies, taking several courses and joining the London Real Investment Club, a prestigious investment club specializing in the space.
“I think this is a new part of our infrastructure that will grow over time,” she explained. “We’re likely going to go through a lot of changes as this new form of technology evolves under the umbrella of decentralized finance, including cryptocurrencies, NFTs, and the metaverse, and I want to be able to help Sanctuary advisors and their customers to understand and participate in this exciting new development.”
“During our time together at Merrill Lynch, Mary Ann was a firm favorite with financial advisors and some of our biggest clients,” said Vince FertittaPresident of Sanctuary Wealth. “She has an incredible talent for making the complex easy to digest and apply. She will be an exceptional resource for Sanctuary’s corporate partners and their customers. We are delighted that Mary Ann chose to join our team at Sanctuary.”
Also joining Sanctuary Wealth is Laura Anacker, Portfolio Strategist. Laura brings over 18 years of experience in the financial services industry, holding various positions at Merrill Lynch and Goldman Sachs. She has spent the majority of the past 9 years as an investment advisory specialist, where she was responsible for building fiduciary portfolios and guiding over 700 domestic and international Merrill Financial Advisors and Private Wealth Advisors.
About Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service that their customers deserve. Sanctuary Wealth’s partnered independence ecosystem provides a comprehensive technology and operational platform, along with the support of a community of like-minded advisors and invaluable affiliate business resources. Currently, the Sanctuary Wealth Network includes partner firms in 27 states across the country with approximately $25 billion in assets under deliberation. Sanctuary Wealth includes wholly owned subsidiaries; Sanctuary Advisors LLC, an SEC registered investment adviser, Sanctuary Securities, Inc., a FINRA member broker, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Family Office.
SOURCE Wealth of the Sanctuary