Mary Ann Bartels is Sanctuary Wealth’s Chief Investment Strategist responsible for providing market perspective and investment guidance to the firm’s more than 85 Partner Firms and the Sanctuary Asset Management Investment Council. In her role, Mary Ann provides Sanctuary’s Partner Firms with market strategy and analysis through her investment content and appearances which incorporate her more than four decades of experience at financial institutions. As a member of Sanctuary’s Investment Council, she also identifies themes and determines market asset allocation, working closely with the firm’s Capital Markets, Alternative Investments and Sanctuary Asset Management Investment Solutions teams.
Recipient of the 2024 Wealth Management Industry Award Wealthie for RIA Thought Leader of the Year, Mary Ann spent more than 40 years on Wall Street, analyzing and communicating trends in the economy as well as in equities, bonds, commodities, and ETFs. Mary Ann served in various executive capacities during her illustrious career at Merrill Lynch and Bank of America. For many years, Mary Ann was responsible for contributing to the thought leadership for investment guidance and portfolio solutions for Merrill Lynch advisors and clients. Her name became synonymous with high-quality portfolio strategy and research, earning her the respect of clients and industry peers alike. Previously, she held portfolio manager roles at Zweig-Avatar in New York and at Batterymarch in Boston.
She was an Institutional Investor All-American Research ranked analyst for six consecutive years for her work in Technical Analysis. She was also highly regarded for developing proprietary models for equity pairs trading and for her stock, sector and industry selections, as well as her extensive work on hedge funds. More recently, Mary Ann pivoted her career to focusing on the innovative technology underpinning Decentralized Finance (DeFi), Cryptocurrency, Non-Fungible Tokens (NFTs) and the Metaverse. Mary Ann has appeared on CNBC, Bloomberg and FOX Business and has been often quoted in various publications including The Wall Street Journal, Financial Times and Barron’s. Mary Ann earned a Bachelor of Science and a Master of Arts in Business and Economics from Fordham University. She is a graduate of the London Real DeFi Academy Accelerator program. She serves on several advisory boards including her alma mater Fordham University and We4C. Mary Ann was invited into Marquis Who’s Who in 1998 as a Global Portfolio Manager and in 2019 as an Investment Strategist at Bank of America Merrill Lynch. She is also a member of the London Real DeFi Academy Investment Club.