Lisa I. Smith is a Client Relationship Associate at Bartlett Wealth Management in Cincinnati. As a Client Relationship Associate, Lisa acts as the primary point of contact for all client inquiries and administrative responsibilities. She serves as a liaison between the client, custodians, and advisory teams, as well as third-party accounts.

Lisa began her career with Bartlett in 1990 as a Desktop Publishing Specialist. Throughout her career, Lisa held numerous marketing positions for several investment-based firms in the greater Cincinnati area before returning to Bartlett in 2013 as a Client Relationship Associate/ Marketing Associate.

History at Bartlett

• Joined Bartlett in 1990 through 2001; 2013 – present
• 30 years of industry experience