Newsmakers

Whether it’s the firm receiving impressive recognition, our professionals being singled out for honors or the media turning to Bartlett for investment insights and perspectives, it’s not uncommon to see Bartlett in the news.  In case you missed the coverage, below are recent articles.


Bartlett Advisor, Jim Hagerty, CFA, offers perspective on P&G's M&A Move

April 27, 2018

Bartlett Advisor, Jim Hagerty, CFA, provides commentary around recent P&G discussions of a merger & acquisition play....


Bartlett Advisor, Lori Poole, CFP®, Weighs in on Estate Planning Roundtable

April 26, 2018

Bartlett wealth advisor and principal Lori Poole, CFP® recently sat down with Cincinnati Business Courier's Rob Daumeyer and two other local experts to discuss the importance of estate planning and how Bartlett helps clients achieve their lifetime and legacy financial goals. Read the full interview: ...


Terry Kelly, CFA, Bartlett Advisor, weighs in on Cincinnati Business Courier article

April 25, 2018

As Fifth Third Bank's CEO talks cutting costs, Bartlett principal Terry Kelly weighs in on how cost-cutting and loan growth could boost profits for Cincinnati's largest locally-based bank:...


Bartlett's Vice President and CFO, Tom Steele, makes an appearance in Cincinnati Business Courier.

April 18, 2018

We are excited to see Bartlett’s Vice President and CFO, Tom Steele, CPA, make an appearance in Cincinnati Business Courier's article, “1998’s Forty Under 40: Where are they now?” Tom’s advice for young leaders: “Don’t be overly concerned with achieving title or status. If you’re any good, it will find you.”...


Terry Kelly, CFA, Bartlett Advisor, quoted in U.S. News and World Report

April 17, 2018

According to U.S. News and World Report, 2018 is on track for record dividend hikes, and Bartlett principal Terry Kelly weighed in on where P&G may land when it releases third-quarter earnings on April 20....