As CEO, Wealth Advisor, and Product Manager of Equity Strategies at the firm, Jim provides investment advisory services to high-net-worth individuals and their families, foundations, endowments and non-profit institutions.

Jim is passionate about being an active member in the greater Cincinnati Community, which streamlines into his work as an advisor and leader of the firm. He sits on the advisory board for the Catholic Inner City Schools Educational Fund (CISE) and serves as treasurer on the Board of Directors at Losantiville Country Club.

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
• Losantiville Country Club, Treasurer, since 2021