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 trade implementation.

Aliya is a Cum Laude graduate from the University of Notre Dame with a BBA in Finance. She has past experience as a Personal Banker and Associate Portfolio Manager. Aliya joined Bartlett Wealth Management in 2018, and has 10 years of investment experience. She is a Chartered Financial Analyst and holds a Certificate in ESG Investing from the CFA Institute.

Aliya is an active member on the Investment Committee and YP Board of the Cincinnati Opera, the Carl H. Lindner YMCA Advisory Board, and the Cancer Family Care YP Board. She volunteers at the CFA institute and the UC Economics Center StEP Store program. She was a member of C-Change Class 13, a year-long leadership development program for emerging leaders in the Cincinnati area.

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
• Cancer Family Care, YP Board Secretary
• Carl H. Lindner YMCA, Advisory Board Member

Community Involvement

• CFA Institute, Volunteer
• UC Economics Center StEP Store, Volunteer

Awards and Honors

• Member, C-Change Class 13