Vice President, Family Wealth Advisor
Current
May 2024 - Present
AeroLeads people directory · profile
Ryan Bartels Email & Phone Number
Vice President, Family Wealth Advisor
at
Ancora Holdings Group
1 work email found
@ancora.net
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Family Wealth Advisor
Location
Greater Cleveland, United States
Company size
Who is Ryan Bartels? Overview
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Quick answer
Ryan Bartels is listed as Vice President, Family Wealth Advisor at Ancora Holdings Group, a with 67 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at ancora.net and a matched LinkedIn profile for Ryan Bartels.
Ryan Bartels previously worked as Assistant Vice President, Family Wealth Advisor at Ancora Holdings Group and Planning Consultant at Fidelity Investments. Ryan Bartels holds Bachelor'S Degree, Financial Managment, Senior from Indiana University Bloomington.
Company email context
Email format at Ancora Holdings Group
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{first_initial}{last}@ancora.net
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AeroLeads found 1 current-domain work email signal for Ryan Bartels. Compare company email patterns before reaching out.
Profile bio
About Ryan Bartels
Ryan Bartels works for Ancora as a Family Wealth Advisor. Ryan meets with clients to develop sound financial plans and identify areas where specific strategies can be utilized to optimize progress towards retirement and various other goals. Ryan has obtained his Series 7 and Series 66 licenses, as well as his Life and Health licenses.
Listed skills include Management, Leadership, Sales, Finance, and 8 others.
Current workplace
Ryan Bartels's current company
Company context helps verify the profile and gives searchers a useful next step.
Ancora Holdings Group
10 roles
Ryan Bartels work experience
A career timeline built from the work history available for this profile.
Assistant Vice President, Family Wealth Advisor
Current
Sep 2022 - Present
Planning Consultant
Jan 2022 - Aug 2022
Relationship Manager
Jun 2021 - Dec 2021
Founder
Circuit Technologies, Llc
Ryan is responsible for application project management, client relationship management, and financial analysis. Ryan has provided guidance on the industry in order to ensure the flow and functionality of the software.
Jul 2016 - Jan 2022
Registered Sales Assistant
Map Wealth Management
Mar 2021 - Jun 2021
Wealth Associate
Jun 2019 - Mar 2021
Intern
Ryan has been responsible for attending relationship management meetings, on-boarding in meeting notes to the company CRM database, and building financial plans in MoneyGuide Pro. In addition to his responsibilities, he has also gained a deeper understanding of various management strategies including tax planning, life insurance, equity, bond, and alternative investing.
May 2018 - Aug 2018
Treasurer
Ryan acted as the Treasurer for Delta Tau Delta fraternity. He was responsible for reconciling finances, budgeting, and assisting in philanthropic efforts.
Nov 2016 - Jan 2017
Intern
Ryan worked his first internship at Ancora with a focus on equity research. He was responsible for researching various stocks/funds and providing Excel analysis to evaluate the quality of the investment. After the first few weeks of his internship Ryan began to work with the recent addition of the wealth management team working on relationship management and client retention.
May 2016 - Aug 2016
Team & coworkers
Colleagues at Ancora Holdings Group
Other employees you can reach at ancora.net. View company contacts for 67 employees →
CW
Candy Wnek
Colleague at Ancora Holdings GroupWickliffe, Ohio, United States
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CA
Chris Ann Catanese
Colleague at Ancora Holdings GroupBeachwood, Ohio, United States
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PH
Peter Hyland
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
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RH
Rick Heffern
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
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CS
Conor Sweeney
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
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RH
Ryan Hummer
Colleague at Ancora Holdings GroupRocky River, Ohio, United States
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KN
Kevin Neitzel
Colleague at Ancora Holdings GroupRocky River, Ohio, United States
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AD
Anthony Disanto
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
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NK
Nellie Kondratyuk
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
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SH
Sallie Hansen
Colleague at Ancora Holdings GroupWestlake, Ohio, United States
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Candy Wnek
Colleague at Ancora Holdings GroupWickliffe, Ohio, United States
View →
CA
Chris Ann Catanese
Colleague at Ancora Holdings GroupBeachwood, Ohio, United States
View →
PH
Peter Hyland
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
View →
RH
Rick Heffern
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
View →
CS
Conor Sweeney
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
View →
RH
Ryan Hummer
Colleague at Ancora Holdings GroupRocky River, Ohio, United States
View →
KN
Kevin Neitzel
Colleague at Ancora Holdings GroupRocky River, Ohio, United States
View →
AD
Anthony Disanto
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
View →
NK
Nellie Kondratyuk
Colleague at Ancora Holdings GroupCleveland, Ohio, United States
View →
SH
Sallie Hansen
Colleague at Ancora Holdings GroupWestlake, Ohio, United States
View →
1 education record
Ryan Bartels education
FAQ
Frequently asked questions about Ryan Bartels
Quick answers generated from the profile data available on this page.
What company does Ryan Bartels work for?
Ryan Bartels works for Ancora Holdings Group.
What is Ryan Bartels's role at Ancora Holdings Group?
Ryan Bartels is listed as Vice President, Family Wealth Advisor at Ancora Holdings Group.
What is Ryan Bartels's email address?
AeroLeads has found 1 work email signal at @ancora.net for Ryan Bartels at Ancora Holdings Group.
Where is Ryan Bartels based?
Ryan Bartels is based in Greater Cleveland, United States while working with Ancora Holdings Group.
What companies has Ryan Bartels worked for?
Ryan Bartels has worked for Ancora Holdings Group, Fidelity Investments, Circuit Technologies, Llc, Map Wealth Management, and Morgan Stanley.
Who are Ryan Bartels's colleagues at Ancora Holdings Group?
Ryan Bartels's colleagues at Ancora Holdings Group include Candy Wnek, Chris Ann Catanese, Peter Hyland, Rick Heffern, and Conor Sweeney.
How can I contact Ryan Bartels?
You can use AeroLeads to view verified contact signals for Ryan Bartels at Ancora Holdings Group, including work email, phone, and LinkedIn data when available.
What schools did Ryan Bartels attend?
Ryan Bartels holds Bachelor'S Degree, Financial Managment, Senior from Indiana University Bloomington.
What skills is Ryan Bartels known for?
Ryan Bartels is listed with skills including Management, Leadership, Sales, Finance, Microsoft Office, Customer Service, Microsoft Excel, and Microsoft Word.
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