2012

The Progressive Leadership Committee (PLC) is established, Bartlett's next generation of firm leadership.

2012

Bartlett becomes privately owned again when the management team purchases the firm from Legg Mason, Inc., and restructures as Bartlett & Co. LLC.

2008

Bartlett relocates to its current office at 600 Vine Street

2007

Kelley Downing is named President and CEO of Bartlett, becoming the first female to hold this role.

2001

The acquisition of Osborn & Kelly, a Cincinnati investment firm, continuing Bartlett's growth.

1998

Bartlett celebrates 100 years of helping clients reach their goals.

1996

Bartlett affiliates with Legg Mason, Inc.

1993

James Miller is named President, after being with the firm for sixteen years.

1989

William Friedlander is named Chairman.

1967

William Friedlander becomes Managing Partner, following in his father’s footsteps.

1957

William Friedlander, Alfred’s son, joins Bartlett, carrying on the family tradition.

1957

Alfred Friedlander becomes Managing Partner.

1950s

Bartlett embarks on an innovative course of growth through acquisition of several small firms.

1940s

Bartlett is one of the first firms to register with the SEC and becomes a Registered Investment Advisory (RIA) soon after the Investment Advisers Act of 1940 is signed.

1936

Joseph Reynolds joins Bartlett & Co, beginning a long-tenured, multi-generational presence with the firm.

1929

Alfred Friedlander joins Bartlett & Co, establishing a Friedlander legacy within the firm.

1926

Benjamin Bartlett sells firm to Marcus Fechheimer and Herbert Bloch.

1916

Benjamin Bartlett & Co. is formed to succeed to the private investment partnership of George Eustis & Co.

1898

Benjamin Bartlett, a partner at George Eustis & Co., buys a seat on the New York Stock Exchange.