Relying on 30 years’ experience in wealth management, Jim provides investment advisory services to high net worth individuals and their families, foundations, endowments and non-profit institutions.

Jim’s expertise is valuable to the community organizations he diligently serves, as well. He sits on the advisory board for the Catholic Inner City Schools Educational Fund (CISE) and the board of trustees for St. Margaret Hall.

History at Bartlett

• Joined Bartlett in 1994
• Investment Advisor since 1990

Certifications and Designations

• Chartered Financial Analyst (CFA)

Education

• University of Dayton, BS in Business, 1989, Magna Cum Laude

Boards and Committees

• Catholic Inner-City Schools Education Fund (CISE): Board Member, since 1996
• St. Margaret Hall: Board Member, since 2009

Community Involvement

• Losantiville County Club

Awards and Honors

• Five Star Wealth Manager, 2013-2022

-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