Our Team

Investment Advisors

Each of our Cincinnati-based investment advisors has a wealth of experience and a commitment to helping you reach your personal and financial goals. Whatever your generation, interests or financial position, there’s a Bartlett wealth advisor to fit. This allows us to offer a wide range of investment management strategies and financial planning services to meet your needs. Brief bios of our investment advisors are listed below, first by the leadership team and then in order of their length of tenure with Bartlett.