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My Story

Brian F. Antenucci, CFA, is a Wealth Advisor and Principal. He provides investment advisory services to high net worth individuals and their families, foundations, endowments, and institutions. Brian received his Bachelor of Science from the University of Dayton in Finance and Entrepreneurship. He is a member of the CFA Institute, and is a Chartered Financial Analyst. Brian serves as a Board Member for The Center for Respite Care, and the School of Business Administration Advisory Council at the University of Dayton.

Before joining Bartlett Wealth Management Brian served as a Vice President and Portfolio Manager at The Private Client Reserve of U.S. Bank in Chicago. While at U.S. Bank, he managed over $230 million of investable assets for institutional and private clients. He also served as a Member of the Equity Research Group.

Brian joined Bartlett Wealth Management in 2012, and has 15 years of investment experience.

Brian F. Antenucci

Wealth Advisor, Principal

Education
  • University of Dayton, BS in Finance & Entrepreneurship, 2003
  • Chartered Financial Analyst (CFA)
  • University of Dayton School of Business Advisory Board: Board member, since 2013
  • The Center for Respite Care: Board Member, since 2015
  • Economics Center StEP Program, since 2013
  • Five Star Wealth Advisor, 2018