Our Team

Client Services

A Client Relationship Associate (CRA), a dedicated member of your team, is your go-to resource for questions, administrative tasks and other customer service needs. Your CRA works directly with you, alongside your personal financial advisors and others on the client services team, to ensure the high level of personal service that you can count on as a Bartlett client. Listed below is the department manager followed by the CRAs and other members of the client services team, in order of their length of tenure with Bartlett.