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My Story

James A. Miller, CFA is a Principal and Chairman of Bartlett Wealth Management. He also serves as a Wealth Advisor. He focuses his investment management practice on high net worth individuals and their families, as well as foundations and endowments. Jim is a Chartered Financial Analyst.

Jim received his MBA degree from the Harvard Business School and his BA degree in Economics from the University of Michigan. He currently serves on the boards of the Contemporary Arts Center as a permanent board member, Cincinnati Playhouse in the Park, Cancer Support Community, Xavier University, and on the National Board of Governors of the American Jewish Committee. He is also a member of the University of Michigan Economics Department Advisory Council.

Jim was named a Five Star Wealth Manager for the past seven years. He joined Bartlett Wealth Management in 1977, and has 41 years of investment experience.

James A. Miller

Chairman, Wealth Advisor, Principal

  • University of Michigan, BA in Economics, 1971
  • Harvard University, MBA, 1974
  • Chartered Financial Analyst (CFA)
  • Playhouse in the Park: Board Member, 1998-2018
  • Cancer Support Community: Board Member, since 2004
  • Contemporary Arts Center: Board Member, since 2004
  • American Jewish Committee: Member National Board of Governers, since 2004
  • Xavier University: Board Member, since 2006
  • Commercial Club, since 2009
  • Cincinnati Psychoanalytic Institute, since 2001
  • Cincinnati Ballet Foundation, since 2009
  • 4C for Children – Champion for Children 2006
  • American Jewish Committee’s Human Relations Award – Key to the City of Cincinnati 2008
  • Ursuline Academy Sister Angela Merici Leadership Award, 2013
  • Cancer Support Community Benefactor of the year, 2014