Connie is passionate about investing, problem solving, and helping others, making a career as a Wealth Advisor a perfect fit for her.

Connie brings 14+ years of industry experience to the firm and a broad equity management background. She has experience with individual securities and actively managed funds across all market capitalizations and geographies. She excels in communication of investment strategy and analysis with clients and is well-versed in managing investment portfolios for high-net-worth individuals. Connie is also a Chartered Financial Analyst (CFA) holder.

Connie graduated from the University of Wisconsin – Madison with a Bachelors of Business Administration in Finance, Investment, and Banking. Outside of work, Connie is a member of Women Investment Professionals as well as CFA Society Chicago.

Connie currently lives in downtown Chicago with her husband and enjoys exploring the city and staying active.

History at Bartlett

• Joined Bartlett in 2024

Education

• University of Wisconsin – Madison, Bachelor of Business Administration (BBA) in Finance, Investment, and Banking, 2010

Certifications and Designations

• Chartered Financial Analyst (CFA)

Community Involvement

• Women Investment Professionals, member
• CFA Society Chicago, member