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John Bartels

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John Bartels

President Family Wealth

Cleveland, Ohio, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

John Bartels

Work Experience

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President Family Wealth at

The Ancora Group LLC

March 2022 - Present

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Managing Director at

Ancora Holdings

January 2016 - June 2022

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Board Chair at

Circuit Technologies, Llc

August 2016 - May 2021

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Principal at

The Ancora Group LLC

January 2000 - December 2015

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Financial Advisor at

The Estate Planning Team Inc

September 1998 - January 2000

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Financial Advisor at

Royalton Financial Group

July 1996 - August 1998

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John Bartels

Education

John Carroll University

January 1992 - January 1996

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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

mail

********@independentadv.com

********@ancora.net

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