Advocate Health
Ben Bartelt, CFA, CAIA, currently serves as Vice President of Traditional Assets & Retirement at Advocate Health, a position held since April 2023. Previously, Ben Bartelt was Vice President of Marketable Investments and Director of Marketable Investments at Advocate Aurora Health from June 2018. Ben Bartelt also held the role of Portfolio Manager for Marketable Investments at Advocate Health Care since March 2017. Prior experience includes roles as Manager of Investments and Senior Investment Analyst at Catholic Health Initiatives, as well as Research Analyst at DiMeo Schneider & Associates. Early career positions include Senior Mutual Fund Analyst and Mutual Fund Analyst at Harris Associates, and Financial Associate and Intern at Thrivent. Ben Bartelt holds a B.S. in Finance from the Indiana University - Kelley School of Business.
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Advocate Health
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Advocate Health is redefining how, when and where care is delivered to help people live well. We’re providing equitable care for all in our communities and using our combined strength and expertise to deliver better outcomes at a lower cost. Headquartered in Charlotte, North Carolina, we have a combined footprint across six states – Alabama, Georgia, Illinois, North Carolina, South Carolina and Wisconsin – and maintain a strong organizational presence in Chicago and Milwaukee.