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My Story

Kyle is a Summa Cum Laude graduate from the University of Cincinnati with a BBA in Finance. He is an alumni of Class 9 of the Cincinnati USA Regional Chamber’s C-Change program, a year-long leadership development program for emerging leaders in the Cincinnati area. Kyle serves on the Finance & Investment Committee for the Contemporary Arts Center (CAC). Kyle is also a founding member of The 50, an organization that allows entry to the CAC to be admission free. He is the past Co-Chair of Young Professionals of the American Cancer Society (YPACS) where he was involved for 8 years.

Kyle was named Business Courier’s “Forty Under 40” class of 2016. He was named a Five Star Wealth Manager in 2011. He joined Bartlett Wealth Management in 2003, and has 14 years of investment experience.

Kyle W. Pohlman

Wealth Advisor, Principal

Kyle is a Wealth Advisor and a Principal at Bartlett Wealth Management. He focuses on investment management for individuals and their families and foundations and endowments, and performs portfolio analysis. He chairs our alternative asset strategy committee. Kyle is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.

  • University of Cincinnati, BBA in Finance and Accounting, 2006, Summa Cum Laude
  • Chartered Financial Analyst (CFA)
  • Certified Alternative Investment Analyst (CAIA)
  • Contemporary Arts Center: Finance and Investment Committee; Member, since 2014
  • University of Cincinnati Foundation: Gift Planning Advisory Council; Member, since 2012
  • Economics Center StEP Program, since 2013
  • Cincinnati USA Regional Chamber’s C-Change program: Class 9
  • Business Courier's Forty Under 40, Class of 2016