In a career that spans five decades, Mike’s investment management practice focuses on high net worth individuals and their families, and on trusts and charitable foundations.

Mike currently serves as a trustee of Children’s Hospital Medical Center and a member of its Executive Committee.  In the past, Mike has served as Chairman of the Advisory Committee of the Salvation Army, Stepping Stones Center for the Handicapped and L.A.D.D. (Living Arrangements for the Developmentally Disabled.)  He was also a past president of The Cincinnati Society of Financial Analysts.

Mike joined Bartlett Wealth Management in 1969 after three years active duty in the U.S. Navy.

History at Bartlett

• Joined Bartlett in 1969
• Investment Advisor since 1969

Certifications and Designations

• Chartered Financial Analyst (CFA)

Education

• Miami University, BS Economics, 1966

Board and Committees

• Cincinnati Children’s Hospital Medical Center: Executive Committee, since 1995
• Ameritas Life Insurance Corp: Board Member, since 2006

Community Involvement

• Salvation Army: Member, since 1995

Awards and Honors

• The Salvation Army, William Booth Award, 2004
• Five Star Wealth Manager, since 2010