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

Boards 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

– The William Booth Award is one of the highest awards that may be conferred upon an individual by The Salvation Army. This is a prestigious award.
Careful consideration must be given to nominations. No more than one award is permitted annually. Nominees for the award are chosen based on one or more of the following guidelines:

– Dedication to The Salvation Army’s goals of service to humanity
– Outstanding service to the community through the donation of time, expertise, and energy
– Outstanding humanitarian effort within the community
– Substantial contributions to the work of The Salvation Army in offering of time, talent and/or financial resources

Visit the Salvation Army of Greater Cincinnati’s website for more information: https://easternusa.salvationarmy.org/greater-cincinnati/salvation-army–annual-civic-awards/

• Five Star Wealth Manager, 2010-2022

– To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:

-Conducts comprehensive research
-Recognizes service professionals
-Partners with leading city/regional magazines
-Helps award winners gain the recognition they deserve

To view full methodology, visit Five Star Professional’s website here: https://fivestarprofessional.com/public/wmresearch