Newsmakers

Whether it’s the firm receiving impressive recognition, our professionals being singled out for honors or the media turning to Bartlett for investment insights and perspectives, it’s not uncommon to see Bartlett in the news.  In case you missed the coverage, below are recent articles.


Bartlett Principal, Kyle Pohlman, CFA, named in Business Courier as member of 2016 Forty Under 40 class

July 27, 2016

Kyle Pohlman, CFA, Bartlett Principal & Investment Advisor, was named in Business Courier as a member of the 2016 Forty Under 40 class....


Bartlett named in Top 300 RIAs nationwide by Financial Times

June 16, 2016

Bartlett's top ranking was based on six criteria: AUM, AUM growth rate, years in existence, advanced credentials of advisors, online accessibility, and compliance records....


Dave Francis, Bartlett Principal and Sr. Fixed Income Portfolio Manager quoted in Wall Street Journal

June 14, 2016

Dave Francis lent his expertise in the WSJ article, "Financial Advisers Emphasize Diversification in Seeking Stability," where he discussed mitigating risk in fixed income investments...


Kelley Downing, Bartlett CEO, honored in Venue and Lead Magazine C-Suite Awards, Class of 2016

May 6, 2016

Kelley Downing, Bartlett CEO, is a recipient of Venue and Lead Magazine C-Suite Award, Class of 2016 honoring leading executive, chairmen, operating, information, marketing and financial officers...


Jim Hagerty, CFA featured in Business Courier article, "How Kroger is battling Amazon’s new fast delivery service"

May 4, 2016

Jim Hagerty, CFA, discusses Amazon's expanded Prime Now delivery service and how Kroger will compete in the Business Courier article, "How Kroger is battling Amazon's new fast delivery service"...