Gip Bartels Email & Phone Number

Radnor, Pennsylvania, United States

As of May 2020, Pennsylvania Trust became part of Fiduciary Trust International.Manage approximately $225 million in assets in separate accounts primarily for high-net worth individuals using a model portfolio that typically holds approximately 20 individual securities. Employ a multi-cap value investment approach that aims to capture most or all of the stock market's upside moves while limiting losses on the downside. Responsible for performing fundamental research on all portfolio investments and for making all investment selection and trading decisions in the model portfolio. Portfolio has outperformed its benchmark index (S&P 500) since inception (May 2004). All performance results have been independently verified in accordance with industry standards.

Radnor, Pennsylvania

Manage approximately $175 million in assets in separate accounts primarily for high-net worth individuals using a model portfolio that typically holds between 25 - 35 individual securities. Employ a multi-cap value investment approach that aims to capture most or all of the stock market's upside moves while limiting losses on the downside. Responsible for performing fundamental research on all portfolio investments and for making all investment selection and trading decisions in the model portfolio. Personally invest alongside my clients in all of the securities purchased for their accounts. Have outperformed our benchmark indices (S&P 500 and Russell 3000), net of fees, since inception (May 2004). All performance results have been independently verified in accordance with industry standards.

West Chester, Pennsylvania

Managed approximately $170 million in client assets following the same multi-cap value investment approach that I employ in my current position described above. Performed all functions relating to research, investment selection, portfolio management, and trading. Personally invested alongside my clients in all of the securities purchased for their accounts. As co-founder of an SEC-registered private investment advisory firm, was responsible for, among other things, obtaining the necessary regulatory approvals and drafting the firm’s investment policies and client account documents. Helped grow the firm’s assets under management from $0 to $170 million in approximately 8 years solely by word of mouth, client referrals, and investment performance. Strategy outperformed our benchmark indices (S&P 500 and Russell 3000), net of fees, since inception (May 2004). All performance results were independently verified in accordance with industry standards.

Radnor, Pennsylvania

Managed approximately $275 million in client assets in separate accounts consistent with the firm’s investment philosophy, Performed company-specific research, was a voting member of the firm’s investment selection committee, and developed existing and new client relationships.

Philadelphia, Pennsylvania

Graduated from 18-month financial adviser training program, which included instruction in all aspects of securities sales, portfolio management, securities regulation, compliance, and brokerage operations. Acquired Series 7, 63, and 65 licenses. Served as a licensed financial adviser for approximately nine months.

Philadelphia, Pennsylvania

Practiced in the firm’s civil litigation department. Experienced in all aspects of trial preparation and discovery. Successfully resolved and tried cases to verdict as lead attorney and sat as second and third chair in other successful trials.

A.B., Magna Cum Laude, History

Doctor Of Law (J.D.)