Bartlett Wealth Management Announces New CEO, President

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, President.

As Bartlett has grown, the necessity of separating these two crucial roles has become more apparent, and this time of transition provided an opportunity to create two separate positions with distinct functions. Jim and Holly will be supported by Bartlett’s Management Committee, which added two new members: Brian Antenucci and Lori Poole. They join Jim, Holly, Kyle Pohlman and Tom Steele, who as CFO, serves as an ex-officio member. This team is instrumental in driving Bartlett toward growth in key areas and reflects our ongoing commitment to balancing experience and next-generation leadership to position the firm for the future.

“We are thrilled to welcome Jim and Holly as the new CEO and president of Bartlett, respectively,” said Kelley Downing. “This was a well-thought-out succession plan that will ensure continuity and forward-thinking. The outcome is the result of a great deal of time and consideration – this transition has been in-process for nearly two years, taking into account the interests of both our firm and its valued clients.”

Holly and Jim have already hit the ground running. Both had increased managerial and leadership responsibilities in 2020 in anticipation of this transition. What’s more, both are firmly committed to continuing Bartlett’s tradition of excellence and personalized service delivered with the highest of standards. Jim and Holly will continue to maintain client relationships and remain committed to staying close to the heart of Bartlett – our clients.

Collectively, the new leadership team has set goals, and a vision focused on customized investment and financial planning solutions, impeccable client service, guidance to true peace of mind, and fulfillment of our clients’ dreams. This vision outlines the path to continue providing the personalized fiduciary advice that has made us a leader in the independent wealth management space and positions Bartlett for organic growth and strategic acquisitions.

“Bartlett has a rich history of navigating leadership transitions through our 123-year history, and our team has been working toward this for some time,” Jim Hagerty said. “2020 has obviously been a year unlike any other we’ve experienced in our lifetimes, but for Bartlett employees and clients, the timing for this leadership transition couldn’t be better. I know I speak for both myself and Holly when I say that the entire team is committed to continuing Bartlett’s tradition of excellent personalized service delivered with the highest of standards.”

Despite last year’s roller-coaster ride, Bartlett experienced steady growth, welcomed a number of new clients, and the firm’s client retention levels remain high. We continued to hire new employees welcoming five new team members in 2020. We are strong, vibrant, and well-positioned for this change.

“I cannot express my appreciation and gratitude enough for everything Kelley has done for Bartlett,” Holly Mazzocca said. “Kelley has always been undeterred by the glass ceiling. Under her guidance, Bartlett has received more than a dozen national accolades. Her expertise has been instrumental in establishing Bartlett’s forward-thinking initiatives and in expanding wealth management services for our clients.”

“It has been my distinct honor to serve in the role of Bartlett’s CEO & President, and I look forward to continuing to serve Bartlett and our clients as Executive Chair,” Kelley added. “I have full confidence in Jim and Holly to guide Bartlett seamlessly into the future, and I am excited for the expertise and possibility this duo brings. We look forward to 2021 and beyond as we all continue to adapt to new ways of life.”

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