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My Story

James B. Hagerty, CFA, is a Wealth Advisor, a Product Manager for the Bartlett Equity strategies, and a Principal at Bartlett Wealth Management He provides investment advisory services to high net worth individuals and their families, foundations, endowments and non-profit institutions. Jim is a Chartered Financial Analyst.

Jim received a BS in Economics from the University of Dayton. He serves on theĀ  advisory board of the Catholic Inner City Schools Educational Fund (CISE) and the Board of Trustees of St. Margaret Hall. He has served as an Adjunct Professor in the Finance Department at Xavier University, teaching investment analysis courses in the MBA program.

Jim joined Bartlett Wealth Management in 1994 and has 29 years of investment experience.

James B. Hagerty

Executive Committee, Wealth Advisor, Principal

  • University of Dayton, BS in Business, 1989, Magna Cum Laude
  • Chartered Financial Analyst (CFA)
  • Catholic Inner-City Schools Education Fund (CISE): Board Member, since 1996
  • St. Margaret Hall: Board Member, since 2009