Louisville-based Regent Investment Management partners with Bartlett to become the firm's third Midwest location.
Jim Hagerty is named CEO and Holly Mazzocca is named President.
The acquisition of Chicago-based Lodestar Investment Counsel expands Bartlett's presence in the Midwest.
Bartlett joins Focus Financial Partners.
The Progressive Leadership Committee (PLC) is established, Bartlett's next generation of firm leadership.
Bartlett becomes privately owned again when the management team purchases the firm from Legg Mason, Inc., and restructures as Bartlett & Co. LLC.
Bartlett relocates to its current office at 600 Vine Street
Kelley Downing is named President and CEO of Bartlett, becoming the first female to hold this role.
The acquisition of Osborn & Kelly, a Cincinnati investment firm, continuing Bartlett's growth.
Bartlett celebrates 100 years of helping clients reach their goals.
Bartlett affiliates with Legg Mason, Inc.
James Miller is named President, after being with the firm for sixteen years.
William Friedlander is named Chairman.
William Friedlander becomes Managing Partner, following in his father’s footsteps.
William Friedlander, Alfred’s son, joins Bartlett, carrying on the family tradition.
Alfred Friedlander becomes Managing Partner.
Bartlett embarks on an innovative course of growth through acquisition of several small firms.
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.
Joseph Reynolds joins Bartlett & Co, beginning a long-tenured, multi-generational presence with the firm.
Alfred Friedlander joins Bartlett & Co, establishing a Friedlander legacy within the firm.
Benjamin Bartlett sells firm to Marcus Fechheimer and Herbert Bloch.
Benjamin Bartlett & Co. is formed to succeed to the private investment partnership of George Eustis & Co.
Benjamin Bartlett, a partner at George Eustis & Co., buys a seat on the New York Stock Exchange.