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My Story

Lori B. Poole, CFP®, is a Wealth Advisor and Principal at Bartlett Wealth Management . She provides investment management and financial planning services to high net worth individuals and their families, foundations, endowments and non-profit institutions. Lori also assists the lead advisor on the Environmental, Social, Governance Investing strategy. She is a Certified Financial Planner (CFP®) and a National Social Security Advisor Certificate Holder.

Lori is a Cum Laude graduate of the University of Cincinnati with a BBA in Finance. She is a member of the Junior League of Cincinnati, the University of Cincinnati Foundation Gift Planning Committee, Cincinnati Business and Professional Women’s Scholarship Fund, Economics Center Young Professionals Advisory Board, and ArtsWave Women’s Leadership Roundtable. Lori was a member of C-Change Class 11, a year-long leadership development program for emerging leaders in the Cincinnati area.

Lori joined Bartlett in 2009 and has 8 years of investment experience.

Lori B. Poole

Wealth Advisor, Principal

Education
  • University of Cincinnati, BBA in Finance and Real Estate, 2009, Cum Laude
  • Junior League of Cincinnati Columbia Center, since 2014
  • Economics Center YP Advisory Board, since 2014
  • University of Cincinnati Foundation: Gift Planning Advisory Council, since 2012 Cincinnati Business and Professional Women’s Scholarship Fund, since 2015 ArtsWave Women's Leadership Roundtable, since 2015
  • Cincinnati Business and Professional Women’s Scholarship Fund, since 2015
  • ArtsWave Women's Leadership Roundtable, since 2015
  • Junior League of Cincinnati, since 2012
  • Economics Center StEP Program, since 2013
  • Cincinnati USA Regional Chamber’s C-Change program, Class 11
  • Queen City Young Professionals Accolades, “Risk Taker” Award, 2017