DIRECT PHONE: 610-977-0264
Senior Vice President
Special Needs Trusts and Guardianships
M.S., Villanova University
B.S. Economics, Allegheny College
Ms. Bartels is Senior Vice President of Pennsylvania Trust. Her primary responsibilities include the administration of special needs trust and guardianship accounts.
Ms. Bartels has over 25 years of experience solving problems for individuals and corporations. She was President and Chief Compliance Officer for Spartan Capital Management where she managed their day-to-day business operation and supervised their compliance program. Previously, she was First Vice President and Director of Human Resources of The Glenmede Trust Company. Before Glenmede, she served in a similar capacity at BHC Securities, a division of Fiserv, Inc.