DIRECT PHONE: 610-977-0263
University of Pennsylvania Law School, JD
Harvard University, AB, History (magna cum laude)
Mr. Bartels is Senior Vice President, Multi-Cap Value Portfolio Manager for Pennsylvania Trust. He is primarily responsible for directing security selection, investment strategy and policy, and research. He is a member of the firm’s investment policy committee and manages portfolios for clients.
Mr. Bartels has more than 20 years of investment management experience. Before joining Pennsylvania Trust in 2012, he co-founded Spartan Capital Management, a Chester County based private investment advisory firm where he served as the firm’s Chief Investment Officer for eight years. Prior to Spartan, Mr. Bartels spent seven years as Vice President and Portfolio Manager for The Haverford Trust Company and was a member of the firm’s investment selection committee. He joined Haverford Trust after spending two years at Prudential Securities and seven years as an attorney at Ballard Spahr, LLP.
Five Radnor Corporate Center Suite 450 100 Matsonford Road Radnor, PA 19087 610-975-4300 1-844-728-7878
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