Woody is passionate about helping individuals, families and institutional organizations navigate their financial futures as a wealth advisor and principal at Bartlett Wealth Management. In addition to his advisory role, Woody is also Product Manager of the Bartlett equity strategies at the firm.

Woody received his BA in economics from the University of Cincinnati, where he remains actively involved. He also volunteers for various organizations in the Greater Cincinnati area that serve local families in transition.

In addition to his experience of over 40 years in the investment industry, Woody is also a Chartered Financial Analyst (CFA) Charterholder and a Registered Life Planner (RLP®).

As a father of three and grandfather of eight, Woody stays busy outside of his work commitments – enjoying fitness activities such as running, skiing, hiking, and a game of pickleball from time to time.

History at Bartlett

• Joined Bartlett in 1980
• Investment Advisor since 1975

Certifications and Designations

• Chartered Financial Analyst (CFA) Charterholder
• Registered Life Planner®

Education

• University of Cincinnati, BA in Economics, 1975

Boards and Committees

• Cincinnati Museum Center, Investment Committee, since 2023
• Interact for Health, Chairman, 2011-2013
• Economics Center, Board Member, 2012-2024
• Maple Knoll Communities, Board Member, 2015-2024
• University of Cincinnati Lindner College of Business, Business Advisory Council, 2018-2025
• University of Cincinnati Kautz-Uible Economics Institute, Co-Founder, since 1983
• University of Cincinnati Foundation, Trustee, 1989-2014. Investment Committee, 1994-2014
• St. Joseph Home, Chairman, 1987-1999
• Beech Acres Parenting Center, 1992-2002
• Beech Acres Foundation, Chairman, 2000-2014

Community Involvement

• Walnut Hills High School, since 1990
• Cincinnati Nature Center, since 2013

Awards and Honors

• Distinguished Service Award, Cincinnati Business Achievement Awards, 2018

The Cincinnati Business Achievement Awards (CBAAs), presented by the University of Cincinnati Carl H. Lindner College of Business Alumni Council, is the region’s longest-standing event that recognizes achievement in business as well as service to communities, both locally and globally. This flagship event also directly impacts the Lindner student experience by raising funds for scholarships and financial assistance at both the undergraduate and graduate levels. For more information, visit https://business.uc.edu/alumni-giving/cbaas.html