Mary Ann Bartels

Chief Investment Officer of Portfolio Solutions, Bank of America Merrill Lynch’s Investment Management and Guidance

Mary Ann Bartels is the Chief Investment Officer of Portfolio Solutions within the Office of the CIO for Bank of America Merrill Lynch’s Investment Management and Guidance (IMG). She is responsible for contributing to the thought leadership for investment guidance and portfolio solutions for the firm’s financial advisors and clients. Additionally she is leading the marketing and communications for IMG’s content platform, product launches and publications.  Formerly, she was Head of the U.S. Technical & Market Analysis department at Bank of America Merrill Lynch Global Research.  Mary Ann brings over 25 years of investment experience to this role. During her 19 years at the firm, Mary Ann’s name has become synonymous with high-quality portfolio strategy and research, earning her the respect of our clients and her peers in the industry.

Mary Ann is an Institutional Investor All-American Research ranked analyst and is highly regarded for developing proprietary models for equity pairs trading and for her sector, industry and stock selection, as well as for her extensive work on Hedge Funds.

Ms. Bartels rejoined Merrill Lynch in 1999 working with the highly acclaimed European Quantitative Strategy Team and became head of Global Equity Trading Research Strategy in 2001.  Prior to rejoining Merrill Lynch, Ms. Bartels held portfolio manager positions at Batterymarch in Boston and Avatar/Zweig Associates in New York.

She appears on CNBC, Bloomberg and Fox Business and she is 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 Economics from Fordham University.  Ms. Bartels serves on several advisory boards including her alma mater Fordham University.