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Dr. Bench has been a business associate and friend of Alvery’s since they both worked at Merrill Lynch, where Dr. Bench worked as an economist and fixed income strategist, at Merrill’s Lionel D. Edie & Co. subsidiary. Dr. Bench started his career at Chase Manhattan Bank and has worked at a number of global investment banks, commercial banks, and asset management companies.

 

Most recently, Dr. Bench was Treasurer of IDBNY, a wholly owned subsidiary of Discount Bank Tel Aviv, where he managed the bank’s $4.5 billion investment portfolio. Prior to that, Dr. Bench served as the bank’s Chief Risk Officer.

 

Specializing in non-traditional and real asset investments, Dr. Bench joined Alvery Bartlett Group in 2013, and is a registered representative of Arete Wealth Management, LLC.

Alvery A.

Bartlett Jr.

Founder

Meet Alvery

Susan

(Xin) Xu

Registered Representative

Meet Susan

Joseph

Bench

Registered Representative

Meet Joseph

Shawn
O'Shaughnessy

Wealth Advisor

Meet Shawn

Laurance

Serituk

Chief Operating Officer, ABFM

Meet Laurance

Debbie

Hull

Associate

Meet Debbie

Jamie
Saettele

Market Research
and Portfolio Strategist

Meet Jamie

Meet Our Associates

Contact

Discover how an Alvery Bartlett Wealth Advisor can help you achieve your long-term financial goals, through investment and wealth management.

Who We are

Letter from Our Founder

At Alvery Bartlett Group, we believe in helping people achieve their long-term financial goals through true investment diversity and flexibility.

Read about our Philosophy

Our Process

True Portfolio Diversification

We provide investment opportunities that can reduce portfolio exposure to the shortcomings of the current, widely accepted, narrowly focused investment paradigms.

Learn about our Process

News + Insights

Market Letters

and Commentary

To help investors navigate up-to-date global trends and conditions, we provide regular market letters with details on our macroeconomic view toward investing.

Read the latest Insight

Explore Further

Alvery Bartlett Group

8000 Maryland Avenue,
Suite 1031

Saint Louis, MO 63105

EMERGENCY CONTACT INFORMATION

If for any reason you can not reach our St. Louis office location by telephone, please contact Arete Wealth Management, LLC at 312-940-3684 for trading, cashiering and other general assistance.

Securities Disclosure

Registered Representative of and securities offered through Arete Wealth Management, LLC. Member FINRA/SIPC/NFA. Alvery Bartlett Group is independent of Arete Wealth Management, LLC.

 

© 2017 Alvery Bartlett Group. All rights reserved.

Check the background of Our Firm and Investment Professionals on FINRA’s BrokerCheck.

Alvery Bartlett Group