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Bartels, Mary Ann

Chief Investment Officer

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Mary Ann Bartels is one of the most influential investment strategists and a leading voice on the future of investing. As Chief Investment Strategist at Sanctuary Wealth, she oversees market outlook and investment strategy across a national network of over $60 billion in assets on platform. Bartels has helped reshape how independent advisors access and apply institutional-quality investment insights. She developed the proprietary MaB Sector Plus Model, which integrates alternative investments into equity allocations to enhance diversification and resilience, and writes the widely adopted "Week Ahead" market briefing, providing advisors with timely, client-ready market intelligence. At Sanctuary, she translates market complexity into actionable insights through weekly market commentary and biweekly strategy calls with advisors across the country.