Key Highlights
- Bartels has been quietly making the right calls, drawing on roughly four decades of senior leadership experience, including at Bank of America/Merrill Lynch.
- Currently, Bartels serves as the chief investment strategist at Sanctuary Wealth, a “supported independence” wealth platform.
- The firm operates a robust hybrid RIA and broker-dealer model, backing over 125 partner advisory firms spearheading more than $55 billion in assets.
- For example, in late 2023, she told Barron’s The Way Forward podcast that Big Tech may drive the market to new highs in 2024.
- That forecast proved prescient as the “Magnificent Seven” helped lift the S&P 500 to record levels and nearly a 25% gain.
