Chris brings over a decade of experience to the Bartlett team, assisting individual and institutional clients with investment management strategies. Chris is also a key member of Bartlett’s fixed income investment team, which is responsible for strategy decisions related to the firm’s bond-related portfolios.

Prior to joining the Bartlett team of wealth management professionals, Chris gained experience as a personal banker for Fifth Third Bank and as an investment advisor for Waddell & Reed Inc.

When he is not at Bartlett, Chris is active in the community, volunteering his time on causes that are close to his heart. He serves on the board of St. Joseph Home and previously served on the YP committee of Catholic Inner-City Schools Education Fund. He lives in Blue Ash, Ohio with his wife, Anita, and their three children.

Chris is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.

History at Bartlett

• Joined Bartlett in 2012
• Investment Advisor since 2016

Certifications and Designations

• Chartered Financial Analyst (CFA)

Education

• University of Cincinnati, BA, 2006
• Xavier University, MBA, 2012

Boards and Committees

• Catholic Inner-City Schools Education Fund: Young Professionals Committee, 2016-2018
• Saint Joseph Home: Finance Committee since 2015, Board member and Finance Committee Chair since 2018

Community Involvement

• Economics Center StEP Program, since 2013

Awards and Honors

• Five Star Manager Award, 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