Since the beginning of his career, Kyle has been a fast-rising star in Greater Cincinnati wealth management.

The University of Cincinnati graduate is also an alumni of the Cincinnati USA Regional Chamber’s C-Change, a yearlong development program for emerging leaders. In 2016, Kyle appeared on the Cincinnati Business Courier’s “40 Under 40” list recognizing young movers and shakers throughout the region.

A passionate advocate for the arts, Kyle volunteers on the Finance & Investment Committee for Contemporary Arts Center (CAC) in downtown Cincinnati. He is a founding member of the group that successfully enabled free admission to the CAC for the general public.

History at Bartlett

• Joined Bartlett in 2003
• Investment Advisor since 2007

Certifications and Designations

• Chartered Financial Analyst (CFA)
• Chartered Alternative Investment Analyst (CAIA)

Education

• University of Cincinnati, BBA in Finance and Accounting, 2006, Summa Cum Laude

Designations

• Chartered Financial Analyst (CFA)
• Certified Alternative Investment Analyst (CAIA)

Boards and Committees

• Contemporary Arts Center: Finance and Investment Committee; Member, since 2014
• University of Cincinnati Foundation: Gift Planning Advisory Council; Member, since 2012

Community Involvement

• Economics Center StEP Program, since 2013
• Cincinnati USA Regional Chamber’s C-Change program: Class 9

Awards and Honors

• Five Star Wealth Advisor, 2015-2022

– 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

• Business Courier’s Forty Under 40, Class of 2016

– Young professionals are a vital asset to our region and it is important to acknowledge those who are making great strides in shaping our community’s future. Since 1995, the Business Courier has recognized our region’s young talent through our annual Forty Under 40 awards.

Each year through our open nominations process, we seek forty individuals, under the age of 40, who are making a difference in business and community. The emphasis is on leadership and potential leadership- whether it is in business, politics, the arts, nonprofits, education, health care or public service. Focus is also placed on the nominee’s community involvement. Think of your friends, family, colleagues, clients — anyone who matches the criteria — and nominate as many as you’d like.
The annual program kicks off with the online nomination process, which will remain open until late May. The nominations system will not accept nominations submitted after 11:59 p.m. eastern standard time. Following the close of nominations, the Courier will host a networking breakfast for all nominees, and nominations will be handed over to an independent panel of judges- all of which are former Forty under 40 winners. After the judges make their selections, a new Forty Under 40 class will be announced by the Business Courier in late summer. The new class will be invited to a private winner’s reception, and honored publicly at a recognition banquet in the fall.

Please note: All nominees must be residents of the Tri-State, and under the age of 40 as of the ceremony date. Honorees will be chosen based on the quality of the nomination submitted, not the quantity of nominations. Letters of recommendation will NOT be accepted. All information regarding the nominee must be included in the online nomination submission.

Judging is based on a 30-point scale, with points allocated in four main nomination sections:
– Reason for nomination (5 points)
– Career achievements (10 points)
– Community involvement (10 points)

• Graduate, C-Change Class 9, Cincinnati USA Regional Chamber

– C-Change is the premier leadership-development program for advancing mid-career leaders in the Cincinnati region. The curriculum combines leadership development with community engagement which enhances current leadership roles and prepares participants for future ones, both professionally and personally. The program also further develops the leadership skills of participants by having them lead meaningful community projects that impact the Cincinnati region. Read more about this program and criteria for participation on the Cincinnati USA Regional Chamber website:https://cincinnatichamber.com/talent-hub/leadership-center/c-change/