Sofia is responsible for supporting wealth advisors with the investment analysis and management of client accounts, assisting with necessary modifications to the investment strategy of client portfolios, and supporting with trading inquiries.

Outside of the office, Sofia enjoys staying active. As a former member of the University of Cincinnati’s Women’s Varsity Tennis program, she continues to play tennis and recently picked up playing pickleball as well.

History at Bartlett

• Joined Bartlett in 2024

Education

• University of Cincinnati, Bachelor of Business Administration
• University of Cincinnati, Master of Financial Mathematics