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John Bartels
John Bartels
President Family Wealth
Cleveland, Ohio, United States
John Bartels
Summary
John Bartels is a seasoned financial advisor and investment strategist with over two decades of experience in the management consulting industry. He specializes in providing tailored wealth management services to high net worth families, ensuring that each client receives personalized strategies that align with their unique financial goals. With a background that spans various sectors, he has honed his expertise in alternative investments, portfolio management, and estate planning. John is known for his innovative approach, treating client portfolios with the same diligence and strategy as a corporate CFO. His previous roles include leadership positions at Ancora Holdings and Circuit Technologies, showcasing his versatility and commitment to excellence. A graduate of John Carroll University, he combines academic knowledge with practical experience to deliver exceptional results for his clients. John is passionate about empowering families to secure their financial futures and navigate complex investment landscapes.
John Bartels
Work Experience
President Family Wealth at
The Ancora Group LLC
March 2022 - Present
Managing Director at
Ancora Holdings
January 2016 - June 2022
Board Chair at
Circuit Technologies, Llc
August 2016 - May 2021
Principal at
The Ancora Group LLC
January 2000 - December 2015
Financial Advisor at
The Estate Planning Team Inc
September 1998 - January 2000
Financial Advisor at
Royalton Financial Group
July 1996 - August 1998
John Bartels
Education
January 1992 - January 1996
Frequently Asked Questions about John Bartels
What is John Bartels email address?
John Bartels's primary email address is ********@independentadv.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where John Bartels graduated from?
John Bartels holds a degree in from John Carroll University.
How can I directly contact John Bartels?
To contact John Bartels directly, you can use the email address ********@independentadv.com. Complete contact information is available upon registration with Muraena.
Who is John Bartels?
John Bartels is a seasoned financial advisor and investment strategist with over two decades of experience in the management consulting industry. He specializes in providing tailored wealth management services to high net worth families, ensuring that each client receives personalized strategies that align with their unique financial goals. With a background that spans various sectors, he has honed his expertise in alternative investments, portfolio management, and estate planning. John is known for his innovative approach, treating client portfolios with the same diligence and strategy as a corporate CFO. His previous roles include leadership positions at Ancora Holdings and Circuit Technologies, showcasing his versatility and commitment to excellence. A graduate of John Carroll University, he combines academic knowledge with practical experience to deliver exceptional results for his clients. John is passionate about empowering families to secure their financial futures and navigate complex investment landscapes.
John`s contact details
********@independentadv.com
********@ancora.net