Bartlett Wealth Management

11/05/2024

Join Bartlett Wealth Management on Wednesday, Nov. 20 for our 2024 Strategy Update webinar “A Grounded Perspective.” Our featured panelists Jason Katz, Justin Ellis, and Jonathan Finkler will discuss what they believe to be the key industry drivers to keep in mind as we close out 2024 and head into the new year.

Be a part of this valuable discussion and register today!

Link to register: https://hubs.ly/Q02WT6zl0

10/21/2024

Congratulations to Wealth Advisor, Kayla Deyer CFP®, ChFC®, CRPC®, CPFA®, C(k)P® for being named to Leadership Louisville Center’s Ignite Louisville Class of 2025. Fifty-two emerging leaders were selected for this year’s class based on their commitment to the community and individual accomplishments.

Over the next 6 months, Kayla will collaborate with top Louisville regional executives and delve into several areas of leadership development such as team dynamics, innovation, communication skills, and more.

Please join us in congratulating Kayla on this exciting milestone!

To view the full list of class members visit Leadership Louisville Center’s page here: https://hubs.ly/Q02V6W1f0

10/10/2024

We are honored to be included on Forbes 2024 Top RIA Firms in America listing, coming in at #50. Forbes annual ranking, developed by SHOOK research, is based on an algorithm measuring both quantitative and qualitative data to fairly assess factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

We thank our dedicated staff members for their feedback and participation in making this recognition possible.

To see the full listing, click here: https://hubs.ly/Q02SZ3ph0

For more information on the methodology, visit Forbes website: https://hubs.ly/Q02SZ2lV0

Neither the firm nor representatives paid a fee to participate in this ranking.

09/30/2024

More exciting updates at Bartlett!

-Gina Slayton recently obtained the Certified Exit Planning Advisor (CEPA®) designation.

-Chad Kolde has stepped into the dual role of CFO and COO.

-Steve Naiser has stepped into the role of Louisville Regional Lead.

-Nick Winter has joined our Chicago office as a Financial Planning Associate.

Congratulations Gina, Chad, Steve and Nick!

09/27/2024

Last week we had our annual Employee Advance take place at our Cincinnati office. Not only did we have our Louisville and Chicago offices join us for a fun-filled two days full of activities around downtown Cincinnati, but we also had the opportunity to discuss exciting plans in store for Bartlett’s future. Nothing is better than getting all of together!

09/23/2024

We are just a few days away from our upcoming webinar, “5 Questions Every Business Owner Should Consider” featuring Holly Mazzocca and Jason Katz.

Have you registered yet? There’s still time! Link to register is below.

Register here: https://hubs.ly/Q02Qrjd50

09/20/2024

Bartlett is thrilled to have been named #49 on Barron’s 2024 ranking of top 100 RIA firms in the nation. Barron’s reviews three major categories based on assets, revenue and quality of practice, while also verifying firm and regulatory data to determine annual rankings.

We thank our outstanding associates for their hard work, feedback and participation.

Neither the firm nor representatives paid a fee to participate in this ranking.

Barron's 2024 ranking of the nation's top 50 RIA Firms

08/30/2024

Congratulations are in order! We recently celebrated the promotion of Chris Robbins to Head of Fixed Income Solutions. Chris has consistently demonstrated incredible dedication and leadership throughout his time at the firm and we couldn’t be more excited to see him take on this role.

07/31/2024

Meet our two newest additions to Team Bartlett! Kimberly Vallance has joined our Human Resources team and Kendyl Ferrara has joined our Marketing team.

Welcome Kim and Kendyl!

07/29/2024

Congratulations to wealth advisor Justin Ellis for being named to the Cincinnati Business Courier’s Forty Under Forty class of 2024!

Neither the firm nor its representatives paid a fee to participate in this award.

Meet this year's Forty Under 40 class.

02/13/2024

Introducing our current co-op! Katie is a second-year student at the University of Cincinnati studying finance and marketing. We are excited to have her spend the spring semester with us. Welcome to the team, Katie!

02/09/2024

If you haven’t already noticed… we have launched a new website! With a new look and feel, our website is user-friendly and provides detailed insights about Bartlett’s services, team, and core values. Go check it out to learn more!