Team

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.

Kevin P. Chase is a highly experienced Chief Compliance Officer with a proven track record of success in bringing firms into the current regulatory environment. Kevin has worked for over 30 years in the financial services industry, with extensive experience in all aspects of wealth management, including compliance and supervision, risk management, business strategy, and operations.

Kevin has over 25 years of experience in compliance supervision at some of the largest and most successful wirehouse and independent wealth management firms in the country, including many years at Merrill Lynch.

As Sanctuary’s Chief Compliance Officer, Kevin is responsible for all compliance and supervision for the Broker Dealer and RIA. He has worked to continue to bring Sanctuary into the current regulatory environment, including 100% change in management, technology, and culture. Kevin is responsible for coordinating and achieving favorable resolutions with FINRA, SEC, and State Regulators.

With a Bachelor of Science in Business Administration with a concentration in Finance from Bryant University and a Master's in Business Administration from Suffolk University, Kevin is registered with FINRA with various licenses, including Series 7, 9, 10, 24, 63 and 65.

When Kevin is not working, he enjoys spending time with his family, which includes his wife and four children. He also enjoys running marathons, having completed the Boston, New York, Ocean State, and Philadelphia marathons.

Lauren joins Sanctuary Wealth as Vice President, Human Resources in the Indianapolis office. She joins us with a depth of experience in both public and private companies of varying sizes and revenues. She has experience supporting all levels of an organization for companies with up to 10,000 employees. Her proven experience as a strategic HR Business Partner with specific expertise in talent acquisition, engagement & retention, performance management, and succession planning have proved her a wealth of knowledge for the Sanctuary team. Lauren earned a B.S. in Public Policy Analysis from Indiana University and a M.A. in Organizational Communication from DePaul University. In her spare time, Lauren enjoys traveling, cooking, and going on long stroller walks on the Monon Trail with her two energetic toddler boys