Doug Bartels

Chief Financial Officer

Serve as SBI’s head of finance to enable the partners to invest more time helping our clients make your number.  My role is to support the rapid growth of SBI to maintain the quality of delivery expected of our clients by maintaining healthy bottom line while supporting our continued growth.

In the past, Doug functioned as a management consultant in the financial services industry serving top tier wealth management, asset management and brokerage institutions in the areas of strategy development, project management, process improvement, systems integration and risk management.

Past Experience

Vice President, Wealth Management & Strategy – Northern Trust

Consulting Manager – Ernst & Young

Management Consultant – Advisory Platform Solutions

Management Consultant – Wealth-Paths Inc.

Management Consultant – IBM

University of Notre Dame, BBA in Accountancy and Computer Applications
University of Notre Dame, MBA in Investments and Consulting

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