About Us

History

Bartlett has been a cornerstone of the investment industry and the community for more than 100 years. Our longevity is a testament to the expertise and integrity of our staff and our unwavering commitment to investment excellence and superior service. While our roots are deep, it is our forward thinking that propels us, empowering us with the technology, processes and strategies for reaching your goals.


2012

PLCThe Progressive Leadership Committee (PLC) is established, Bartlett’s next generation of firm leadership.


 

 

2012

ownersBartlett management team buys back firm from Legg Mason, Inc.,
restructuring as Bartlett & Co. LLC.


 

2010

Bartlett launches Alternative Investments for Bartlett clients.


 

2007

KJD_Crop30-Year anniversary of Bartlett Value Performance Composite.

Summer 2007, Kelley J. Downing is named President & CEO.


 

2000

Bartlett acquires Osborn & Kelly, a Cincinnati investment firm.


 

1998

Bartlett’s 100-Year Anniversary.


 

1996

Affiliation with Legg Mason, Inc.


 

1993

feature_millerJames A. Miller is named President.


 

1989

William Friedlander is named Chairman. 


 

LATE 1980s

Bartlett & Co. dissolves its partnership and restructures into a corporation.


 

1986

Bartlett introduces Institutional Fixed Income Investing to clients.


 

1985

Bartlett begins to use Real Estate Investing with clients.


 

1982

Bartlett adopts International Equity Investing.


 

1977

Bartlett introduces Socially Responsible style of investing (SRI).


 

1974

Bartlett adopts the Benjamin Graham value style of investing.


 

1967

Bill-FriedlanderWilliam Friedlander becomes managing partner.


 

1957

Alfred Friedlander becomes managing partner. Bartlett embarks on an innovative course of growth through acquisition, acquiring several small firms. A. Friedlander’s son, William, joins the firm.


 

1940S

Alfred Friedlander leads the firm into fee-only investment advisory. The firm was one of the first to register with the Securities & Exchange Commission as an investment advisor. Became Registered Investment Advisor (RIA) soon after the Investment Advisers Act of 1940 was signed.


 

1936

Joseph-20ReynoldsBartlett & Co. expands to include Joseph B. Reynolds.


 

1929

AlfredAlfred Friedlander joins the firm.


 

1926

B.D. Bartlett sells firm to M. Fechheimer & H.R. Bloch.


 

1916

George Eustis & Co. partnership is divided. Benjamin D. Bartlett & Co. emerges.


 

1898

ben-bartlettBenjamin D. Bartlett buys a seat on the New York Stock Exchange.