Our Team
Meet the people that set Bartlett apart
Zain Amir
Investment Operations & Billing Associate
Brian F. Antenucci, CFA
Wealth Advisor, Principal
Timothy A. Back, CFA, CAIA
Director of External Manager Research
Aaron J. Balch, CFA, CFP®
Wealth Advisor, Portfolio Manager
Jackie Born-Campbell
Client Relationship Associate
Sherry Z. Bramer
Client Relationship Associate
Cameron T. Bridges
Associate Equity Research Analyst
Tara C. Britton
Client Support Associate
Sofia Bruno
Investment Associate
Michael S. Cambron, CFA
Wealth Advisor
Karen M. Casnellie
Client Relationship Associate
Beth H. Ceddia
Director, Client Services
Kelly S. Chrzanowski
Investment Advisory Portfolio Administrator
Catherine L. Crawford, CFP®
Wealth Advisor, Principal
Laura A. Cuber, CFP®
Wealth Advisor
Shelley O. Daunt
Staff Accountant
Robert H. Dearborn, CFA, CIC
Director, Senior Portfolio Manager
Keith E. Dershem, CFP®, AEP®
Wealth Advisor, Business Development Lead
Kayla C. Deyer, CFP®, ChFC®, CRPC®, CPFA®
Wealth Advisor
Bethany E. Dorsel
Compliance Associate
Nicholas A. D’Andrea, CFP®
Associate Wealth Advisor
Justin M. Ellis, CFA, CFP®
Wealth Advisor
Randy C. Evans
Technical Support & Infrastructure Specialist
Alyssa M. Feghali, CPA
Accounting Manager
Kendyl A. Ferrara
Marketing Associate
Jonathan G. Finkler
Head of Fixed Income Services
Peter W. Flanzer
Director, Senior Portfolio Manager
Lindsey M. Folkman
Investment Operations 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
Samuel N. Ginocchio
Chief Compliance Officer
Leonor M. Gonzalez
Client Relationship Associate
John A. Gruber
Portfolio Management Associate, Trading Specialist
Ritika Gupta
Operations Manager
James B. Hagerty, CFA
CEO, Wealth Advisor, Principal
Sarah E. Hayes
Client Relationship Associate
Michael A. Herst, CFA
Director, Senior Portfolio Manager
Glaiza S. Hines
Front Desk Associate
Andrew D. Holthaus, CFA
Wealth Advisor
Nick P. Hyrcza, CRPC®
Investment Associate
Connie A. Johnson, CFA
Wealth Advisor, 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 & Chief Operating Officer, Principal
Libby A. Kubera
Billing Lead
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
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
Enterprise Network Manager
Kellie A. Muthert, SPHR, SHRM-CP
Director, Human Resources
Steven T. Naiser, CFA
Regional Lead, Senior Portfolio Manager
Kim R. Nickol
Application Support Analyst
Kailyn M. Neat, CFP®, CPWA®
Wealth Advisor
Sundae S. Niehaus
Client Relationship Associate
Marcia M. Pennekamp
Controller
Jack W. Perusek
Co-op
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
Head of Fixed Income Solutions, Principal
Cole A. Roberts
Associate Wealth Advisor
Craig M. Sarembock
Wealth Advisor, Principal
Kenneth L. Schlachter, CFA
Wealth Advisor, Principal
Sol Simon
Office Administrator
Gina P. Slayton, CFP®, CEPA®
Wealth Advisor, Financial Planning Team Lead
Lisa I. Smith
Client Relationship Associate
Jayne W. Smith, FPQP®
Client Relationship Associate
Maggie D. Spataro, PCM®, CDMP
Senior Marketing Manager
William M. Stautberg
Financial Planning Associate
Kendra N. Stevenson
Client Relationship Associate
Matthew T. Stith, CFA
Portfolio Manager, Director Equity Research, Principal
Gabe B. Stowe
Client Reporting Associate
Woodrow H. Uible, CFA, RLP®
Wealth Advisor, Principal
Kim M. Vallance
Human Resources Associate
Brian M. Walker, CFA
Wealth Advisor, Principal
Sheila D. Watson
Fixed Income Associate
Matt P. Whalen
Director of Information Technology, Principal
Jared F. Wheeler, CFP®
Financial Planning Associate
Pam J. Willner
Client Service Operations Associate
Nick J. Winter, CFP®
Financial Planning Associate
Shannon R. Wong
Client Relationship Associate
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.
