Kyle W. Pohlman, CFA®, CAIA is a Wealth Advisor and Principal at Bartlett Wealth Management in Cincinnati. He focuses on investment management for individuals, families, foundations, and endowments.

Kyle received his BBA in Finance from the University of Cincinnati. He is a CFA® Charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Outside of work, Kyle serves on the board of the Ohio Innocence Project. He previously served as treasurer of the Contemporary Arts Center (CAC). He is a founding member of The 50, a 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®
• Chartered Alternative Investment Analyst (CAIA)

Education

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

Boards and Committees

• University of Cincinnati Foundation: Gift Planning Advisory Council; Member, since 2012

Community Involvement

• Economics Center StEP Program, since 2013

Awards and Honors

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

– Each year, the Cincinnati Business Courier recognizes forty individuals, under the age of 40 who are making a difference in their respective industries and communities. To be considered for this award, individuals must be under the age of forty at the time of the ceremony date and reside in the tri-state area. Additional selection criteria includes notable career achievements, community involvement, and more. For the full list of criteria and methodology visit https://www.bizjournals.com/cincinnati/nomination/88215/2025/2025-forty-under-40-awards#/ to learn more.

• 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/