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.


Jim Hagerty, CFA, quoted in the Business Courier article, "EXCLUSIVE: Is Fifth Third poised to buy Wisconsin's biggest bank?"

February 17, 2016

Jim Hagerty, CFA, Bartlett Investment Advisor & Principal, discusses the possibility of Fifth Third Bancorp purchasing Wisconsin-based Associated Banc-Corp...


Jim Hagerty, CFA, featured in Business Courier article, "ANALYSIS: P&G’s new CEO to make public debut, here’s what analysts are eager to hear"

February 17, 2016

Jim Hagerty, CFA, Bartlett Investment Advisor & Principal, provides commentary on new Procter & Gamble CEO David Taylor's first public speech since taking over leadership of the company...


Terry Kelly, CFA was quoted in Enquirer article, "What's next in Kroger's shopping spree?"

February 15, 2016

Terry Kelly, CFA, Bartlett Investment Advisor & Principal, discusses Kroger as a potential buyer for the struggling N. Carolina-based company, Fresh Market...


Lori Poole, CFP®, featured in Cincinnati Enquirer article, "Chamber names 56 to latest C-Change Class."

January 24, 2016

Lori Poole, CFP®, Investment Advisor, has been named to the 2016 class of C-Change, a year-long leadership program run by an arm of the Cincinnati USA Regional Chamber since 2006....


Bartlett & Co. featured in Business Courier Article, "Exclusive: Falling markets no reason for panic, Cincinnati experts says"

January 21, 2016

Terry Kelly, CFA, Principal and Investment Advisor at the Cincinnati-based money management firm, told clients at Bartlett’s well-timed 2016 market outlook event that there’s no reason to be concerned...