Karen M. Casnellie is a Client Relationship Associate at Bartlett Wealth Management in Cincinnati. As a Client Relationship Associate, Karen acts as the primary point of contact for all client inquiries and administrative responsibilities. She serves as a liaison between the client, custodians, and advisory teams, as well as third-party accounts. Karen nurtures strong relationships with her clients at the firm and ensures that all concerns are handled promptly.

Prior to joining Bartlett, Karen worked with U.S. Bank in Private Banking, where she was responsible for partnering with Financial Institutions, RIAs and Broker Dealers, providing personalized banking services and managing the day-to-day activities of client accounts.

History at Bartlett

• Joined Bartlett in 2024

Education

• University of Cincinnati, BBA, Finance and Marketing