Bartlett’s 2020 Year in Review

2020 has certainly been a year no one will soon forget. At Bartlett, we are grateful that we’re wrapping it up, having experienced extraordinary flexibility, recognition, leadership, and growth – despite the unforeseen challenges we faced with our clients and as a firm.

FLEXIBILITY

  • Though pandemic life is now status quo, we’re proud of how nimbly we were able to transition from a traditional office to a team of telecommuters, working 100% remote for an extended period of time with minimal disruption.
  • Unable to meet face-to-face, we pivoted to deliver content online, offering opportunities for virtual client meetings and hosting webinars on topics ranging from cybersecurity and travel tips to COVID updates, ESG investing, and more.
  • A shift to virtual life accelerated our commitment to technology, allowing us to work more efficiently and seamlessly serve our clients.  

RECOGNITION

  • Bartlett Wealth Management was named to the Barron’s Top 100 RIA Firms list for the second year in a row. Bartlett ranked number 44 among these notable firms nationwide.
  • President & CEO Kelley Downing was featured in Cincinnati Magazine’s #Cincinnati300 and was honored with a Girl Scouts of Western Ohio Women of Distinction Financial Empowerment Award.
  • Tom Steele, Bartlett’s Vice President and CFO, was nominated as a finalist in the Cincinnati Business Courier’s 2020 C-Suite Awards.
  • Bartlett was named on the Financial Times’ FT 300 Top Registered Investment Advisers list for the 7th year in a row.
  • We ranked number 54 in the Financial Advisor Magazine’s 2020 Annual RIA Ranking, as well as number 21 in the Top 50 Fastest-Growing Firms – the first time Bartlett has made this distinguished list.

ENGAGEMENT

  • We found many fun ways to stay digitally connected as an organization. Through virtual gatherings and sharing our quarantine projects, we all got to know each other better… even though we were apart. (Check out our COVID-19 photoessay for details!)
  • Many of our advisors shared their expertise, participating in digital forums, panels, and webinars. Holly Mazzocca chaired the Northern Kentucky Chamber of Commerce’s Women’s Initiative Regional Summit, Bob Dearborn joined other Chicago-area wealth advisors for Crain’s Chicago Business online discussion addressing how to navigate the coronavirus downturn, and Catherine Miller presented to the Cincinnati Museum Center’s STEM Girls program – just to name a few!
  • We were grateful for opportunities to provide support where it was needed most – including the Greater Cincinnati Foundation and United Way of Greater Cincinnati’s COVID-19 Rapid Response Fund and the Greater Chicago Food Depository – while continuing to support our long-time community partners.

GROWTH

  • Despite unusual circumstances, we did not spend the year in survival mode. We’ve hired five new employees in 2020 to boost our operations, deepen our commitment to client service, and accommodate growth.
  • Although the year was quite the roller coaster ride, we’re proud to report a 7.6% growth in Assets Under Management (AUM).
    *AUM as of 11.30.20
  • Kailyn Neat received her Certified Financial Planner designation and Jason Katz, CPA, CFP®, CEPA, joined the Cincinnati Estate Planning Council board.

What a year! We are grateful for the opportunity we’ve had to serve you, our clients, during these most unprecedented times. Thank you for the trust you place in us. While we don’t know what the future will hold, we know we look forward to partnering with you in 2021 and beyond for this new way of life we all find ourselves in.

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