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 also serves as the firm’s Non-Profit Services Lead and oversees the Request for Proposal (RFP) process and identifies opportunities for new business at the firm.

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

– Each year, the Cincinnati Business Courier recognizes forty individuals, under the age of 40 who are making a difference in their respective industries and communities. To be considered for this award, individuals must be under the age of forty at the time of the ceremony date and reside in the tri-state area. Additional selection criteria includes notable career achievements, community involvement, and more. For the full list of criteria and methodology visit https://www.bizjournals.com/cincinnati/nomination/88215/2025/2025-forty-under-40-awards#/ to learn more.