Andrew is passionate about building lasting relationships with families and entrepreneurs while helping them achieve their financial goals.

Prior to joining the firm in 2024, Andrew began his investment career at Fifth Third Bank and held positions as both Portfolio Manager and Team Lead. Andrew has over 14 years of experience in financial services and 7 years in portfolio management.

Outside of work, Andrew currently serves as a volunteer for Big Brothers Big Sisters of Greater Cincinnati and Ronald McDonald House. Andrew is a Cincinnati native and a lifelong fan of both the Cincinnati Bengals and Cincinnati Reds.

Andrew currently resides in Amberley Village with his partner, Megan, and their two children.

History at Bartlett

• Joined Bartlett in 2024

Certifications and Designations

• Chartered Financial Analyst (CFA)

Education

• College of Charleston, BA in Political Science, 2010
• Xavier University, MBA, 2018