Mary Ann Bartels

Chief Investment Strategist

Mary Ann Bartels is a recognized and an award winning strategist that spent 35-years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities and exchange traded funds. Ms. Bartels held many roles at Merrill Lynch and Bank of America. She also held portfolio manager roles at Zweig-Avatar in New York and Batterymarch in Boston.

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. Mary Ann’s name became synonymous with high-quality portfolio strategy and research, earning her the respect of clients and her peers in the industry.

Mary Ann is an Institutional Investor All-American Research ranked analyst for six consecutive years for her work in Technical Analysis. She is also highly regarded for development of proprietary models for equity pairs trading and for her stock, sector and industry selections, as well as her extensive work on Hedge Funds.

Ms. Bartels has pivoted her career to understanding and educating the cutting edge new technology in 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.

Ms. Bartels earned a Bachelor of Science and Master of Arts degrees in Business and Economics from Fordham University. She is a graduate of the LondonReal DeFi Academy Accelerator program. She serves on several advisory boards including her Alma Mater Fordham University and We4C. Mary Ann has been 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 LondonReal DeFi Academy Investment Club.

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