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.


Terry Kelly featured in Cincinnati Enquirer article, "Investors Wonder What's Next for P&G."

July 19, 2015

Bartlett & Co.'s Terry Kelly, CFA, provided his insight regarding how A.G. Lafley will present to investors how he is restoring the Cincinnati-based consumer products giant P&G....


Financial Times names Bartlett in Top 300 Independent RIAs

June 18, 2015

The Financial Times names Bartlett in Top 300 Independent RIAs. Ranking was based on AUM, AUM growth, years of existence, advanced industry credentials, online accessibility, & compliance records....


Investment News ranks Bartlett 59th nationally and 3rd in Ohio, for top fee-only RIAs

June 1, 2015

Bartlett makes another national ranking for the top fee-only RIAs. Bartlett is 59th on the list. Ohio is ranked as 8th in having the most RIAs headquartered. Bartlett is third in the state....


Terry Kelly, CFA, quoted in Cincinnati.com article, "Merger Mania: Frisch's, Omnicare – Who's Next?"

May 24, 2015

Terry Kelly, CFA was quoted in the Cincinnati.com article, "Merger mania: Frisch's, Omnicare – who's next?" This article discusses the loss of two public companies: Omnicare and Frisch's Restaurants...


Kelley J. Downing, featured in Cincinnati Business Courier Article, "Consult the Experts - Topic: Leadership"

May 22, 2015

Kelley added her expertise in the "Consult the Experts" section of the Business Courier. Her topic: "Leadership: How do you start a leadership development program for a younger management team?"...