Leadership comes naturally to Catherine, who relies on nearly a decade of investment experience to provide comprehensive financial planning services to high net worth individuals and their families.

Catherine is involved in financial literacy and education efforts, actively mentoring elementary and high school age students in the Cincinnati area. She has been instrumental in developing and executing Bartlett’s Environmental, Social, Governance Investing strategy and serves in Bartlett’s Next Generation Leadership Group. She serves on the Investment Committee of the Cincinnati Park Board. Catherine is a graduate of the Cincinnati Chamber’s leadership development program C-Change, Class 17.

An avid patron of the arts and downtown resident, Catherine frequently enjoys performances by the Cincinnati Ballet and Cincinnati POPS and spends time outside of work visiting local shops, parks, and other landmarks.

History at Bartlett

• Joined Bartlett in 2012

Designations

• Certified Financial Planner (CFP®)

Boards and Committees

• Board of Trustees, University of Cincinnati Economics Center
• Young Professionals Committee, Catholic Inner-city Schools Education Fund
• Investment Committee, Cincinnati Park Board

Community Involvement

• Volunteer, UC Economics Center StEP Store
• St. Ursula Academy Paw Pals Mentor Program

Awards and Honors

• C-Change – Cincinnati USA Regional Chamber – Class 17 (2022)

– 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 Forty Under 40 – Class of 2023

– Young professionals are a vital asset to our region and it is important to acknowledge those who are making great strides in shaping our community’s future. Since 1995, the Business Courier has recognized our region’s young talent through our annual Forty Under 40 awards.
Each year through our open nominations process, we seek forty individuals, under the age of 40, who are making a difference in business and community. The emphasis is on leadership and potential leadership- whether it is in business, politics, the arts, nonprofits, education, health care or public service. Focus is also placed on the nominee’s community involvement. Think of your friends, family, colleagues, clients — anyone who matches the criteria — and nominate as many as you’d like.

The annual program kicks off with the online nomination process, which will remain open until late May. The nominations system will not accept nominations submitted after 11:59 p.m. eastern standard time. Following the close of nominations, the Courier will host a networking breakfast for all nominees, and nominations will be handed over to an independent panel of judges- all of which are former Forty under 40 winners. After the judges make their selections, a new Forty Under 40 class will be announced by the Business Courier in late summer. The new class will be invited to a private winner’s reception, and honored publicly at a recognition banquet in the fall.

Please note: All nominees must be residents of the Tri-State, and under the age of 40 as of the ceremony date. Honorees will be chosen based on the quality of the nomination submitted, not the quantity of nominations. Letters of recommendation will NOT be accepted. All information regarding the nominee must be included in the online nomination submission.

Judging is based on a 30-point scale, with points allocated in four main nomination sections:
-Reason for nomination (5 points)
-Career achievements (10 points)
-Community involvement (10 points)
-Awards and recognition (5 points)