As a wealth advisor, Catherine provides comprehensive financial planning services to high-net-worth individuals and their families.

Catherine is passionate about 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, and Governance investing strategy and manages Bartlett’s financial planning associates and the co-op program with the University of Cincinnati’s Lindner College of Business. Catherine serves on the Investment Committee of the Cincinnati Parks Board and serves as a member of the Cincinnati Estate Planning Council.

Catherine and her husband Michael reside in Mt. Lookout with their dog, Rory. Outside of the office, Catherine enjoys trying new restaurants, traveling, and walking in the local parks. Catherine is also in the process of learning to needlepoint and play mahjong with her friends.

History at Bartlett

• Joined Bartlett in 2012

Education

• John Carroll University, Bachelor of Arts in History

Certifications and Designations

• CERTIFIED FINANCIAL PLANNER® professional

Boards and Committees

• Cincinnati Parks Board: Investment Committee, since 2022
• Cincinnati Estate Planning Council: Member, since 2025
• University of Cincinnati Economics Center: Board of Trustees, 2016-2018
• Catholic Inner-city Schools Education Fund: Young Professionals Committee, 2018-2019

Community Involvement

• UC Economics Center StEP Store: Volunteer, since 2013
• St. Ursula Academy: Paw Pals Mentor Program, 2017-2018

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

– 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.

• Graduate of GP Elevate, Gilman Partners Executive Leadership Development Course

– GP Elevate is a 6 month leadership development program designed to equip next-gen leaders with the skillsets they need to be prepared for executive roles. The goal of GP Elevate is to help professionals step out of their day-to-day role and learn to view their industry from a broader perspective. Cohorts for this program are selected based on current position, industry, job function, and other demographics.