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Mary Ann Bartels – Managing Director, CIO of Portfolio Solutions

Mary Ann Bartels is the chief investment officer of portfolio solutions at Bank of America Merrill Lynch's Investment Management and Guidance division.


Mary Ann is also responsible for contributing to the thought leadership for investment guidance and portfolio solutions for the firm’s financial advisors and clients.

She earned a Bachelor of Science and Master of Arts degrees in economics from Fordham University. She then went on to become head of the U.S. Technical & Market Analysis department at Bank of America Merrill Lynch Global Research. She brings over 25 years of investment experience to this role. During her 17 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 was voted to the Institutional Investor All-American Research team. She appears on CNBC and Bloomberg and is often quoted in various publications including Wall Street Journal, Financial Times and Barron’s.

Mary Ann serves on several advisory boards, including her alma mater Fordham University.

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