Recognition

At Bartlett, we strive to achieve excellence, within our firm and in the community. Our efforts – and the people behind them – often earn recognition, locally, regionally and nationally.

To view Bartlett’s Awards Disclosure Page, click here.


Awards from our Key Members and Firm

2021 Greater Cincinnati Top Workplaces, Cincinnati Enquirer, Bartlett Wealth Management

FT 300: Top Registered Investment Advisors 2020, Financial Times, Bartlett Wealth Management

2020 Annual RIA Ranking, Financial Advisor Magazine – Bartlett Wealth Management

2020 RIA 50 Fastest-Growing Firms, Financial Advisor Magazine – Bartlett Wealth Management

Barron’s 2019 Top 50 RIA Firms, Barron’s Top Financial Advisors – Bartlett Wealth Management

Five Star Wealth Manager Award 2019 Bartlett Individual Advisors

Advisory HQ’s 2019 Top 11 Best Financial Advisors in Cincinnati, Ohio – Bartlett Wealth Management

Greater Cincinnati Foundation, Bridge Builder Award 2019 Bartlett Wealth Management

FT 300: Top Registered Investment Advisers 2019  Bartlett Wealth Management

Northern Kentucky Chamber of Commerce’s Outstanding Women of Northern Kentucky “Emerging Leader” Award, 2019 Holly Mazzocca, CFP®

Business Courier’s Forty Under 40 Award, Class of 2018Lori Poole, CFP®

LEGACY’s Next Generation Leadership Awards, “Business & Finance” Award, 2018Holly Mazzocca, CFP ®

Cincinnati Business Achievement Awards, Distinguished Service Award, 2018 – Woodrow Uible, CFA

Queen City Young Professionals Accolades, “Risk Taker” Award, 2017Lori Poole, CFP®

LEAD Magazine Corporate Tech and Innovation Award, 2017Matt Whalen, Kim Nickol, Rob Michel (Bartlett IT Team)

Business Courier’s Forty Under 40 Award, Class of 2016 Kyle Pohlman, CFA, CAIA

Venue and Lead Magazine C-Suite Award, Class of 2016Kelley Downing 

Business Courier’s 2016 Innovation and Technology Awards, Outstanding Chief Technology Officer 2016Matt Whalen

Cincinnati Business Courier C-Suite Award, CEO of the Year 2015 – Kelley Downing

Cincinnati Business Courier C-Suite Award, CFO Finalist 2015 – Tom Steele, CPA

YWCA Career Women of Achievement 2015Kelley Downing

Enquirer Women of the Year, Class of 2014Kelley Downing

LEAD Magazine, Women of Influence, 2013Laura Humphrey, CFP®, ADPA®, NSSA

Cincy Magazine, Cincinnati Power 100, 2012-2013Kelley Downing

InformationWeek 500, Top 500 Innovators, 2011Matt Whalen

InformationWeek 500, Top 500 Innovators, 2010 Matt Whalen

InformationWeek 500, Top 250 Innovators, 2009Matt Whalen

WE Celebrate Woman of the Year – Corporate, Runner-Up, 2008Kelley Downing

Business Courier, Forty Under 40, 1998Tom Steele, CPA