Lindsey M. Folkman is an Investment Operations Associate at Bartlett Wealth Management in Cincinnati. In her role, she supports the operations department by managing and developing investment performance composites for client portfolios at the firm.

Lindsey joined Bartlett in 2022 as a Client Relationship Associate, before transitioning to her current role in late 2025. She gained industry experience working as a liaison between clients, custodians, and advisory teams, and excels at addressing internal and external concerns promptly and professionally. Lindsey is also a member of the Bartlett Emerging Leaders (BEL) program, which focuses on leadership development and professional advancement skills at the firm.

Outside of work, Lindsey is an active member of the Northern Kentucky community, having served as a junior board member of the Brighton Center from 2020 – 2023. She currently resides in the Northern Kentucky area with her husband.

History at Bartlett

• Joined Bartlett in 2022

Education

• The University of Cincinnati, Bachelor of Business Administration in Marketing

Community Involvement

• Brighton Center, Junior Board Member, 2020 – 2023