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.

Some Awards from our Key Members

Barron’s 2019 Top 50 RIA Firms, Barron’s Top Financial Advisors – 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 2018 – Lori Poole, CFP®

LEGACY’s Next Generation Leadership Awards, “Business & Finance” Award, 2018 – Holly 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, 2017 – Matt 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 2016 – Kelley Downing 

Business Courier’s 2016 Innovation and Technology Awards, Outstanding Chief Technology Officer 2016 – Matt 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 2015 – Kelley Downing

Enquirer Women of the Year, Class of 2014 – Kelley Downing

Contemporary Arts Center, Lifetime Trustee, 2015 – James Miller, CFA

Cancer Support Community, Benefactor of the year, 2014 – James Miller, CFA

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

Ursuline Academy, Sister Angela Merici Leadership Award, 2013 – James Miller, CFA

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

InformationWeek 500, Top 500 Innovators, 2011 – Matt Whalen

InformationWeek 500, Top 500 Innovators, 2010 – Matt Whalen

InformationWeek 500, Top 250 Innovators, 2009 – Matt Whalen

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

American Jewish Committee, Human Relations Award – Key to the City of Cincinnati 2008 – James Miller, CFA

4C for Children – Champion for Children 2006 – James Miller, CFA

The Salvation Army, William Booth Award, 2004 – Mike Cambron, CFA

Greatest Living Cincinnatian, 1999 – Bill Friedlander, CFA

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

Archdiocese of Cincinnati, Faith in Education Award – Rick Reynolds, CFA

St. Xavier High School, Insignis Award – Rick Reynolds, CFA

Ursuline Academy, Sister Angela Merici Leadership Award – Rick Reynolds, CFA