CHIEF PORTFOLIO MANAGER
Tom Bartela has 18 years of progressive experience in private banking management and financial advisory services, including at such companies as JPMorgan Chase and Merrill Lynch, Pierce, Fenner & Smith (Bank of America). Tom practiced in the USA through his FINRA/NASD licenses and is currently certified by CySEC for Advanced Investments. Tom has led projects and initiatives through various positions, including those of Head of Private Banking and Portfolio Manager. He is also a registered MCSI at the Chartered Institute for Securities & Investment as well as a Member of the Cyprus Economic Society. In addition, he is a recognized leader in stakeholder advocacy, strategic planning, and wealth management. Tom has an MBA in Operations Management and holds a Six Sigma (Process Improvement) Green Belt designation.