Ancora Holdings Group
Ryan Bartels is an experienced financial professional currently serving as the Assistant Vice President and Family Wealth Advisor at Ancora Holdings Group since September 2022. Previously, Ryan held several positions at Fidelity Investments, including Planning Consultant and Relationship Manager, and founded Circuit Technologies, LLC, where responsibilities included application project management and financial analysis. Other roles include Registered Sales Assistant at MAP Wealth Management, Wealth Associate at Morgan Stanley, and multiple internships at Ancora Holdings. Ryan's background also includes acting as Treasurer for Delta Tau Delta International Fraternity, focusing on financial management and philanthropic activities. Ryan holds a Bachelor's degree in Financial Management from Indiana University Bloomington.
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Ancora Holdings Group
Ancora Holdings Inc. is a client focused investment management and family wealth advisory firm that operates with the highest level of integrity and honesty in all aspects of their business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability ineverything they do.