Friends of Sanctuary Podcast

In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels joins J.P. Morgan Asset Management’s Jon Maier, Chief ETF Strategist, and Gabriela Santos, Chief Market Strategist for the Americas on the Global Market Insights Strategy Team, to discuss economic trends, investment strategies and the importance of diversification.

Sanctuary Wealth’s Chief Investment Strategist, Mary Ann Bartels sits down with Lars Olson of Alluvial Private Wealth to discuss his transition from the wirehouse to building his own independent firm through a partnership with Sanctuary. They dive into key topics such as Opportunity Zones and Special Needs Financial Planning and how these strategies can create meaningful community impact and drive growth. Lars also shares how Sanctuary’s Executive Partner Program (EPP) and Strategic Capital Partnership have helped him scale inorganically, access capital and build a thriving independent practice, reflecting Sanctuary’s mission to empower independent advisors with meaningful support and enterprise-level resources.

Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels talks the economy, interest rates and how to position portfolios in the current economic climate in the latest episode of the “Friends of Sanctuary” podcast with special guest Phil Camporeale, Managing Director and Portfolio Manager on J.P. Morgan Asset Management's Multi-Asset Solutions group.

In the latest episode of The Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels dives into domestic and global markets with Chief Global Market Strategist at Invesco Kristina Hooper to talk U.S. and international investing and the importance of diversification during uncertain times.

Advisors Asset Management (AAM)’s President and CIO Cliff Corso President joins the “Friends of Sanctuary” podcast host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels for a relevant talk about the year ahead market outlook, the economy, opportunities in sports private markets and lessons learned after years on Wall Street.

To kick off Season 3 of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels welcomes back Sonal Desai, Ph.D., Executive Vice President and Chief Investment Officer at Franklin Templeton Fixed Income, for an in-depth and spirited conversation about many of today’s top economic headlines, including tariffs, the economic impact of President Donald Trump’s policies, inflation trends and the market outlook for 2025.

Financial services industry veterans and former Merrill Lynch colleagues Sanctuary Wealth President Vince Fertitta and Chief Investment Strategist Mary Ann Bartels sat down in the latest episode of “The Friends of Sanctuary” podcast to discuss the boundless opportunities for financial advisors ready to break free from the wirehouse and independent advisors seeking a bolder, cutting-edge platform. They also talked about the future of the independence space and the expanded offerings of Sanctuary Wealth after its recent exciting acquisition of tru Independence.

In the latest edition of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Cliffwater’s Managing Director and Head of Capital Markets Fran Beyers and Sanctuary Wealth’s Head of Manager Research and Alternative Investments Patrick McGowan to break down the conceptions, attraction and opportunities of private credit.

In Episode 4 of Season 2 of Sanctuary Wealth’s podcast, “Friends of Sanctuary,” host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels sits down with Ryan McCormack, Sr. Factor & Core Equity ETF Strategist at Invesco US as he lifts the veil on the world of ETFs.