Team

Mary Ann Bartels is a recognized and an award winning strategist that spent 35-years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities and exchange traded funds. Ms. Bartels held many roles at Merrill Lynch and Bank of America. She also held portfolio manager roles at Zweig-Avatar in New York and Batterymarch in Boston. For many years Mary Ann was responsible for contributing to the thought leadership for investment guidance and portfolio solutions for Merrill Lynch advisors and clients. Mary Ann’s name became synonymous with high-quality portfolio strategy and research, earning her the respect of clients and her peers in the industry.

Mary Ann is an Institutional Investor All-American Research ranked analyst for six consecutive years for her work in Technical Analysis. She is also highly regarded for development of proprietary models for equity pairs trading and for her stock, sector and industry selections, as well as her extensive work on Hedge Funds. Ms. Bartels has pivoted her career to understanding and educating the cutting edge new technology in Decentralized Finance (DeFi), Cryptocurrency, Non-Fungible Tokens (NFTs) and the Metaverse. Mary Ann has appeared on CNBC, Bloomberg and Fox Business and has been 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 Business and Economics from Fordham University. She is a graduate of the LondonReal DeFi Academy Accelerator program. She serves on several advisory boards including her Alma Mater Fordham University and We4C. Mary Ann has been invited into Marquis Who’s Who in 1998 as a Global Portfolio Manager and in 2019 as an Investment Strategist at Bank of America-Merrill Lynch. She is also a member of the LondonReal DeFi Academy Investment Club.

Patrick McGowan is a Managing Director and Head of Alternative Investments at Sanctuary Wealth. In this role, Patrick oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee.

Previously, Patrick was a Senior Vice President and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group, one of the largest independent wealth management companies in Europe. Patrick joined Azimut from Invesco Private Capital, the $1 billion private equity and venture capital arm of Invesco (NYSE: IVZ), focusing on efforts for Invesco’s CalSTRS SMA and a fund-of-funds. Prior to Invesco, Patrick was at OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds, the advisor to a $1 billion close-ended interval fund focused on private credit. Prior to this role, Patrick was a Senior Director at AI Insight, supporting RIAs and wealth management firms’ alternative investment due diligence efforts, and establishing regulatory and fiduciary best practices. Patrick started his career at OppenheimerFunds, then worked at Altegris Investments as a Vice President. 

Patrick earned a bachelor’s degree from Vanderbilt University in Nashville, Tennessee. He holds FINRA Series 7 and 63 registrations.

Kevin P. Chase is a highly experienced Chief Compliance Officer with a proven track record of success in bringing firms into the current regulatory environment. Kevin has worked for over 30 years in the financial services industry, with extensive experience in all aspects of wealth management, including compliance and supervision, risk management, business strategy, and operations.

Kevin has over 25 years of experience in compliance supervision at some of the largest and most successful wirehouse and independent wealth management firms in the country, including many years at Merrill Lynch.

As Sanctuary’s Chief Compliance Officer, Kevin is responsible for all compliance and supervision for the Broker Dealer and RIA. He has worked to continue to bring Sanctuary into the current regulatory environment, including 100% change in management, technology, and culture. Kevin is responsible for coordinating and achieving favorable resolutions with FINRA, SEC, and State Regulators.

With a Bachelor of Science in Business Administration with a concentration in Finance from Bryant University and a Master's in Business Administration from Suffolk University, Kevin is registered with FINRA with various licenses, including Series 7, 9, 10, 24, 63 and 65.

When Kevin is not working, he enjoys spending time with his family, which includes his wife and four children. He also enjoys running marathons, having completed the Boston, New York, Ocean State, and Philadelphia marathons.