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Our Team

Meet the people that set Bartlett apart

Sara L. Ambrose

Client Service Operations Team Lead

Brian F. Antenucci, CFA

Wealth Advisor, Principal

Jackie Born-Campbell

Client Relationship Associate

Sherry Z. Bramer

Client Relationship Associate

Tara C. Britton

Client Support Associate

Katie A. Bruno

Co-op

Matt J. Buse, CFA

Wealth Advisor, Investment Specialist

Michael S. Cambron, CFA

Wealth Advisor

Joe J. Carroll

Director, Strategy & Business Operations

Beth H. Ceddia

Director, Client Services

Kelly S. Chrzanowski

Investment Advisory Portfolio Administrator

Laura A. Cuber, CFP®

Wealth Advisor

Robert H. Dearborn, CFA, CIC

Director, Senior Portfolio Manager

Keith E. Dershem, CFP®, AEP®

Wealth Advisor

Kayla C. Deyer, CFP®, ChFC®, CRPC®, CPFA®, C(k)P®

Wealth Advisor

Bethany E. Dorsel

Client Relationship Associate

Nicholas A. D’Andrea, CFP®

Financial Planning Associate

Justin M. Ellis, CFA, CFP®

Wealth Advisor

Peter W. Flanzer

Director, Senior Portfolio Manager

Lindsey M. Folkman

Client Relationship Associate

Karen A. Forg

Client Relationship Associate

Connie J. Foundos

Securities Trader/Administrator

Davе P. Francis

Investment Advisor, Principal

Kimberly A. Geary

Chief Compliance Officer

Leonor M. Gonzalez

Client Relationship Associate

John A. Gruber

Portfolio Management Associate, Trading Specialist

Ritika Gupta

Operations Supervisor

James B. Hagerty, CFA

CEO, Wealth Advisor, Principal

Michael A. Herst, CFA

Director, Senior Portfolio Manager

Nick P. Hyrcza, CRPC®

Investment Associate

Elizabeth R. Johnson

Client Relationship Associate

Mary D. Jones, CFA

Director, Senior Portfolio Manager

Jason M. Katz, CPA, CFP®, CEPA®

Wealth Advisor, Principal

Karen A. Kellams

Client Relationship Associate

Chad D. Kolde, CPA, CFE

Chief Financial Officer, Principal

Libby A. Kubera

Investment Operations and Billing Associate

Melissa M. La Corte

Client Relationship Associate

James M. Lewis, CFA

Portfolio Manager, Senior Equity Research Analyst

Krista K. Linn, CFA

Director, Senior Portfolio Manager

Teresa M. Mannerino

Client Relationship Associate

Nancy Marijan

Manager, Finance & Operations

Melissa Mabley Martin, CFP®, CDFA®

Wealth Advisor

Holly H. Mazzocca, CFP®

President, Wealth Advisor, Principal

Martin N. McClelland

Director, Senior Portfolio Manager

Rob E. Michel

Network Administrator

Catherine L. Miller, CFP®

Wealth Advisor

Kendra E. Mossburger, CPA

Tax & Family Office Specialist

Kellie A. Muthert, SPHR, SHRM-CP

Director, Human Resources

Steven T. Naiser, CFA

Director, Senior Portfolio Manager

Kailyn M. Neat, CFP®, CPWA®

Wealth Advisor

Kim R. Nickol

Application Support Analyst

Sundae S. Niehaus

Client Relationship Associate

Marcia M. Pennekamp

Controller

Kyle W. Pohlman, CFA, CAIA

Wealth Advisor, Principal

Lori B. Poole, CFP®, RLP®

Wealth Advisor, Principal

J. Eric Profancik

Head Trader

Aliya L. Riddle, CFA

Wealth Advisor

Christopher D. Robbins, CFA

Investment Advisor, Principal

Craig M. Sarembock

Wealth Advisor, Principal

Kenneth L. Schlachter, CFA

Wealth Advisor, Principal

Gina P. Slayton, CFP®

Wealth Advisor

Lisa I. Smith

Client Relationship Associate

Jayne W. Smith, FPQP®

Client Relationship Associate

Troy R. Snider, CFA

Investment Advisor, Principal

Maggie D. Spataro, PCM®, CDMP

Senior Marketing Manager

Matthew T. Stith

Portfolio Manager, Director Equity Research, Principal

Woodrow H. Uible, CFA, RLP®

Wealth Advisor, Principal

Joseph J. Walburg

Director, Operations

Brian M. Walker, CFA

Wealth Advisor

Matt P. Whalen

Director of Information Technology, Principal

Jared F. Wheeler

Financial Planning Associate

Pam J. Willner

Receptionist, Administrative Associate

Nick J. Winter

Wealth Advisory Analyst

Marianne K. Yates

Portfolio Administrator, Marketing Associate

Steve W. Young, PHR, SHRM-CP

Human Resources Manager

Karen A. Yurak, CIPM

Performance Analyst

Where can we help you go next?

Contact a member of the Bartlett team today.