Perhaps it’s his legacy as the grandson of an Ohio State Buckeye, or his own experience playing sports, that makes Brian such a capable and holistic quarterback for Bartlett clients.

Brian approaches client work with the goal of educating and empowering clients to feel in control of their financial future.

The University of Dayton grad spent 10 years in Chicago before returning home to his native Cincinnati, where he now serves on a number of local boards and committees including the Center for Respite Care, extending holistic medical treatment and safe recovery to chronically homeless men and women.

Brian and his wife Angie, a Kenwood-based pediatrician, live in Madeira where they stay busy with their three young children. They enjoy spending time with their entrepreneurial-minded extended family.

History at Bartlett

• Joined Bartlett in 2012
• Investment Advisor since 2003

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, since 2013
• The Center for Respite Care: Board Member, since 2015
• Schwab Executive Leadership Program Member, 2018

Community Involvement

• Economics Center StEP Program, since 2013

Awards and Honors

• Five Star Wealth Advisor, 2018-2022

–  To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:

-Conducts comprehensive research
-Recognizes service professionals
-Partners with leading city/regional magazines
-Helps award winners gain the recognition they deserve

To view full methodology, visit Five Star Professional’s website here: https://fivestarprofessional.com/public/wmresearch