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 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, 2017 – Lori 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
LEAD Magazine, Women of Influence, 2013 – Laura Humphrey, CFP®, ADPA®, NSSA
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