John Bartels Email & Phone Number
President Private Wealth @ Ancora Holdings Group
5 free lookup(s).
John Bartels Location
- Cleveland, OH, US
John Bartels Work
- 2022 - now President Private Wealth @
- 2016 - 2022 Managing Director @
- 2000 - 2015 Principal @
- 1998 - 2000 Financial Advisor @ The Estate Planning Team
- 1996 - 1998 Financial Advisor @ Royalton Financial Group
John Bartels Education
- John Carroll University 1992 - 1996
John Bartels Skills
- Investment Advisory
- Alternative Investments
- Managed Futures
- Risk Management
- Wealth Management
- Retirement Planning
- Investments
- Securities
- Portfolio Management
- Asset Managment
- Estate Planning
- Asset Allocation
- Strategic Financial Planning
- Investment Strategies
- Insurance
- Compliance
- Social Media
- Research
- Financial Services
- Management
- Microsoft Office
- Services
- Planning
- Microsoft Excel
- Tax Compliance
John Bartels Summary
- John Bartels, based in Cleveland, OH, US, is currently a President Private Wealth at Ancora Holdings Group. John Bartels brings experience from previous roles at Ancora Holdings Group, Inverness Investment Group, The Estate Planning Team and Royalton Financial Group. John Bartels holds a 1992 - 1996 John Carroll University. With a robust skill set that includes Investment Advisory, Alternative Investments, Managed Futures, Risk Management, Wealth Management and more. John Bartels has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Ancora Holdings Group Employees
Thomas Kennedy
Managing Director, Portfolio Manager
Avon Lake, OH, US
Brian Spear
Managing Director Employee Benefits
Rocky River, OH, US
John Bartels
President Private Wealth
Cleveland, OH, US
Kevin O'Brien
Managing Director
Westlake, OH, US
Cindy Flynn
Chief Experience Officer
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Sonia Mintun
Managing Director and Portfolio Manager
Beachwood, OH, US
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