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Merrill Lynch CIO Comes To SC



One of Merrill Lynch’s top executives will be in Columbia, S.C. this week providing her thoughts on global financial markets.

Mary Ann Bartels – the company’s chief investment officer of portfolio strategies – will “outline the major areas she believes are driving change in the U.S., the markets and the world, offering information and insights that can help you make the most of what’s happening in the world.”

Bartels is expected to address the partial government shutdown in Washington, D.C. as well as the debt ceiling debate in her remarks.

This invitation-only event is being held at the Columbia Metropolitan Convention Center on Wednesday October 16 at 11:00 a.m. EDT. And guess what … given the vastness of his investment portfolio FITS’ founding editor Will Folks (a.k.a. Sic Willie) has scored an invite.

What can we say … he’s a mogul.

A seventeen-year veteran of Merrill Lynch, Bartels is “highly regarded for developing proprietary models for equity pairs trading and for her sector, industry and stock selection, as well as for her extensive work on hedge funds.” She has a pair of degrees from Fordham University.

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