We are thrilled to announce the addition of a Louisville office to the Bartlett team as of January 1, 2023. Formerly operating as Regent Investment Management, this partnership will allow Bartlett to continue prioritizing excellent client service while growing our roster of wealth management professionals and expanding the firm’s presence in the Midwest. As part…

Strategy Update 2022 As much as we hoped that 2022 would be a return to normalcy, so far this year has presented us with new challenges. For our 2022 Strategy Update, we presented A Balanced Approach – a reminder that during periods of market turbulence, it’s critical to remain steady in our approach. Bartlett team…

In the spirit of transformation a new year brings, we’re pleased to share an evolution in Bartlett’s leadership. As of January 1, Kelley Downing, who has served as Bartlett’s President and CEO for the past 13 years, transitioned to the position of Executive Chair, while Jim Hagerty assumed the role of CEO, and Holly Mazzocca,…

Rewards for the Steadfast 2020 gave us the worst global health catastrophe in a century, a cratering economy, high unemployment, social unrest, and a bitter political slugfest. Someone with advance knowledge of these conditions might have expected low investment returns. But equity and bond investors were rewarded by solid progress. The market resilience confounded many…

2020 has brought all of us back to our core values. On September 30th Bartlett Wealth Management was joined by Calvert, Impax and The Greater Cincinnati Foundation to share how you can align your investments with your personal values through Environmental, Social and Governance Investing. This virtual discussion will focus on opportunities for individuals and…