Aliya is a Wealth Advisor at Bartlett Wealth Management. She focuses on investment management for foundations, endowments and other non-profit organizations. She specializes in portfolio analysis and in Environmental, Social, and Governance (ESG) investing.

Aliya is a Cum Laude graduate from the University of Notre Dame with a BBA in Finance. Prior to joining the Bartlett team, Aliya gained experience as a Personal Banker at Chase and as an Associate Portfolio Manager at Johnson Investment Counsel.

Aliya joined Bartlett Wealth Management in 2018, and has 14 years of investment experience. She is a Chartered Financial Analyst and holds a Certificate in ESG Investing from the CFA Institute.

Aliya is a Trustee on the Cincinnati Retirement System Pension Board, and an active member on boards with organizations in the arts and child development. She also volunteers with a number of organizations in the local community. She is a graduate of C-Change Class 13, a year-long leadership development program for emerging leaders in the Cincinnati area. She was named to the Cincinnati Business Courier’s cohort of Forty Under 40 honorees in 2022.

Education

• University of Notre Dame, BBA in Finance, 2006

Designations

• Chartered Financial Analyst (CFA)
• CFA Institute Certificate in ESG Investing

Boards and Committees

• Cincinnati Opera, Investment Committee & YP Board
• City of Cincinnati Retirement System Pension Board, Mayor-appointed Trustee
• Beech Acres Parenting Center Foundation Board
• Cincinnati Song Initiative Board
• Inner-City Tennis Project Board
• CFA Society of Cincinnati – Women in Investment Management Committee

Community Involvement

• Cincinnati Recycling and Reuse Hub, Volunteer
• UC Economics Center StEP Store, Volunteer

Awards and Honors

• Member, C-Change Class 13

– C-Change is the premier leadership-development program for advancing mid-career leaders in the Cincinnati region. The curriculum combines leadership development with community engagement which enhances current leadership roles and prepares participants for future ones, both professionally and personally. The program also further develops the leadership skills of participants by having them lead meaningful community projects that impact the Cincinnati region. Read more about this program and criteria for participation on the Cincinnati USA Regional Chamber website: https://cincinnatichamber.com/talent-hub/leadership-center/c-change/

• Cincinnati Business Courier’s Forty under 40 – Class of 2022

– Young professionals are a vital asset to our region and it is important to acknowledge those who are making great strides in shaping our community’s future. Since 1995, the Business Courier has recognized our region’s young talent through our annual Forty Under 40 awards.

Each year through our open nominations process, we seek forty individuals, under the age of 40, who are making a difference in business and community. The emphasis is on leadership and potential leadership- whether it is in business, politics, the arts, nonprofits, education, health care or public service. Focus is also placed on the nominee’s community involvement. Think of your friends, family, colleagues, clients — anyone who matches the criteria — and nominate as many as you’d like.
The annual program kicks off with the online nomination process, which will remain open until late May. The nominations system will not accept nominations submitted after 11:59 p.m. eastern standard time. Following the close of nominations, the Courier will host a networking breakfast for all nominees, and nominations will be handed over to an independent panel of judges- all of which are former Forty under 40 winners. After the judges make their selections, a new Forty Under 40 class will be announced by the Business Courier in late summer. The new class will be invited to a private winner’s reception, and honored publicly at a recognition banquet in the fall.

Please note: All nominees must be residents of the Tri-State, and under the age of 40 as of the ceremony date. Honorees will be chosen based on the quality of the nomination submitted, not the quantity of nominations. Letters of recommendation will NOT be accepted. All information regarding the nominee must be included in the online nomination submission.

Judging is based on a 30-point scale, with points allocated in four main nomination sections:
– Reason for nomination (5 points)
– Career achievements (10 points)
– Community involvement (10 points)