Assistant Vice President, Family Wealth Advisor
Mr. Bartels joined Ancora in 2022 to provide investment advice and personalized service to Ancora’s clients. Prior to joining Ancora, Ryan was a planning consultant at Fidelity Investments where he assisted three advisory teams totaling approximately 1,500 clients with financial planning and wealth management. Ryan previously held positions at MAP Wealth Management and Morgan Stanley in Chicago. He also has[RJ1] prior experience with Ancora, serving as an intern during the summers of 2016 and 2018.
Ryan earned a Bachelor of Science degree in Public Affairs from Indiana University’s O’Neill School of Public and Environmental Affairs. Ryan is a FINRA registered representative and holds Illinois Life and Health Insurance Licenses.