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Kyle W. Pohlman, CFA, CAIA

Wealth Advisor, Principal

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

Where can we help you go next?

Contact a member of the Bartlett team today.