With more than 35 years of investment experience, Ken has honed his craft placing strong emphasis on investment analysis of mutual funds and in financial planning for individuals and families.

Ken currently serves on the Board of Trustees for Corryville Catholic High School and is a member of the Foundation Advisory Network of the Greater Cincinnati Foundation.

An active member of the Northern Kentucky community, Ken also volunteers for St. Joseph Church (Crescent Springs), Parish Kitchen (Covington) and Family Promise of Northern Kentucky.

History at Bartlett

• Joined Bartlett in 1982
• Investment Advisor since 1996

Certifications and Designations

• Chartered Financial Analyst (CFA)

Education

• University of Cincinnati, BBA, 1985
• Xavier University, MBA, 1989

Boards and Committees

• Corryville Catholic School Board, since 2010
• Corryville Catholic Finance Committee, since 2013
• Greater Cincinnati Foundation: Foundation Advisory Network, since 2016

Community Involvement

• St. Joseph Church, since 1994
• St. Joseph School, since 2007
• Parish Kitchen of Northern Kentucky, since 2010

Awards and Honors

• Five Star Professional, 2012-2022

– 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