Ruthann Bartello

Commercialization Director, Client Relations at Morningstar Sustainalytics

Ruthann Bartello, CFA has a diverse work experience in the financial industry. Ruthann currently holds the position of Commercialization Director, Client Relations at Sustainalytics since January 2022. Prior to this role, they were an Associate Director, Client Relations at the same company starting from November 2019.

Before joining Sustainalytics, Ruthann worked as a Senior Marketing and Communications Manager at Aviso Wealth in 2018. Prior to that, they held a similar role at Qtrade Financial Group from 2015 to 2018, where they played an integral role in building a comprehensive Responsible Investment program in Canada.

Ruthann's career in marketing and communications began at Qtrade Financial Group in 2011, where they initially served as a Communications Manager. During their time there, they contributed to the growth of the company's assets under management from $230 million to $2 billion in just five years. Ruthann also worked closely with portfolio managers and third-party providers to effectively implement and communicate the screening process and methodology evolution.

Ruthann'swork experience dates back to 2006, where they served as a Communications Manager at BluMont Capital.

Overall, Ruthann Bartello, CFA has a strong background in marketing and communications within the financial industry, with a particular focus on responsible investment and client relations.

Ruthann Bartello, CFA, obtained a BBA degree in Finance and Human Resources from Bishop's University in 1998. Additionally, they received three certifications including PMC Level I from Pragmatic Institute in 2023, Responsible Investment Specialist from Responsible Investment Association in 2017, and Chartered Financial Analyst from CFA Institute in 2001.

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Timeline

  • Commercialization Director, Client Relations

    January, 2022 - present

  • Associate Director, Client Relations

    November, 2019