In his role as a wealth advisor, Brian is committed to helping clients build and manage their wealth to meet their long-term financial goals. Brian provides investment advisory services to high-net-worth individuals, families, foundations, endowments, and institutions. He also oversees all of Bartlett’s investment strategies and is a member of Bartlett’s five person management committee which sets the strategic direction of the firm.

Before joining Bartlett Wealth Management in 2012, Brian worked in Chicago for the better part of a decade. Brian served as a Vice President and Portfolio Manager at The Private Client Reserve of U.S. Bank in Chicago. Prior to joining U.S. Bank, Brian worked for Great Lakes Asset Management Company, previously named Wayne Hummer Asset Management Company, as an Equity Research Analyst and Portfolio Manager.

Brian received his BS in Finance and Entrepreneurship from the University of Dayton in 2003. He is a member of the CFA Institute and is a Chartered Financial Analyst Charterholder (CFA). Brian also serves as a Board Member and Treasurer for The Center for Respite Care in Over the Rhine neighborhood in Cincinnati, OH.

Brian and his wife live in Madeira where they stay busy with their three children.

History at Bartlett

• Joined Bartlett in 2012
• Wealth advisor since 2007

Certifications and Designations

• Chartered Financial Analyst (CFA)

Education

• University of Dayton, BS in Finance & Entrepreneurship, 2003

Board and Committees

• University of Dayton School of Business Advisory Board: Board member, 2013-2019
• The Center for Respite Care: Board Member, since 2015
• Archbishop Moeller High School, Advisory Board Member: Student-Run Investment Fund, since 2025
• Schwab Executive Leadership Program Member, 2018

Community Involvement

• Economics Center StEP Program, since 2013