John Bartels
Ancora Holdings Inc
- Role
- President Family Wealth at Ancora Holdings Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Bartels
As a financial advisor and investment strategist with over 20 years of experience, I work…
Experience
President Family Wealth
Mar 2022 — Present · US
Skills
- Securities
- Estate Planning
- Investments
- Portfolio Management
- Asset Allocation
- Risk Management
- Managed Futures
- Insurance
- Strategic Financial Planning
- Asset Managment
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Retirement Planning
- Wealth Management
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