History
2023
Louisville-based Regent Investment Management partners with Bartlett to become the firm's third Midwest location.
2021
Jim Hagerty is named CEO and Holly Mazzocca is named President.
2019
The acquisition of Chicago-based Lodestar Investment Counsel expands Bartlett's presence in the Midwest.
2018
Bartlett joins Focus Financial Partners.
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.