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 of this partnership, all of the former Regent employees will remain on as the newest members of Team Bartlett. We are pleased to welcome Marty McClelland, Steve Naiser, Mary Jones, and Sherry Bramer to our family. Their dedication to personalized service and strong client relationships, with an unwavering commitment to the fiduciary standard, made this a perfect combination.

We will be celebrating a milestone this year—125 years ago, our founder and namesake Benjamin Bartlett purchased his seat on the New York Stock Exchange.  While there will be plenty of time for sharing memories and celebrating this occasion, welcoming a new office and group of talented colleagues is a fantastic start to this significant anniversary year.

We look forward to new colleagues, new locations, and the new year, and wish all of you a very happy 2023.

All our best,

Team Bartlett