This week we welcome Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth & recipient of the 2024 Wealth Management Industry Award for RIA Thought Leader of the Year. She’ll discuss her economic outlook for 2025, emphasizing the impacts of Fed rate cuts, strong earnings, and advances in technology. She’ll provide insights into the secular bull market, sector opportunities, and potential challenges ahead.
Frequently seen on MSNBC, Bloomberg & Fox Business, Mary Ann Bartels has spent over 40 years on Wall Street, earning acclaim for her research and portfolio strategies in equities, bonds, commodities, and ETFs. She served in senior executive roles at Merrill Lynch and Bank of America, received numerous industry accolades — including Institutional Investor All-American honors—and held portfolio management positions at leading investment firms. More recently, she shifted her focus to the cutting-edge worlds of DeFi, cryptocurrency, NFTs, and the Metaverse, while also serving on multiple advisory boards. A frequent media commentator and Fordham graduate, Mary Ann continues to drive investment thought leadership through her strategic insights and innovative expertise.