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Bartlett Wealth Management

600 Vine Street, Suite 2100
Cincinnati, Ohio 45202
United States
 
Contact :      Ms. Kelley Downing
Phone :       (513) 621-4612
Fax :             (513) 621-6462
Email :         kyurak@bartlett1898.com
Web :           http://www.bartlett1898.com

Bartlett Wealth Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $4,190
Tax-Exempt Managed ($Mil) : $1,410
Taxable Assets Managed ($Mil) : $2,741
Year Founded : 1898
Wrap Programs Offered? : Yes
# of Accounts Managed : 1136
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
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Bartlett Wealth Management History

Bartlett & Co. was founded in 1898. In 1949, Bartlett was the twenty-first firm to become a registered investment advisor. Initially, investment management services were provided exclusively to taxable private clients in Ohio, Kentucky and Indiana. In the mid 1960ís, service expanded to include institutional clients. As of 4/1/18, Bartlett became a Focus Financial Partner firm. This transaction created a new RIA under the Focus Financial ownership umbreslla and a new corporate Tax ID. All other aspects of the business and its governance are the same, as provided for in a separate Management Agreement.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1041
$3289.7
 
Limited Partnership :
7
$28.2
 
Foundations :
32
$268.9
ERISA :
21
$64.8
Unions, Taft-Hartley :
2
$84.3
Public :
3
$36.5
Others :
28
$379.3
Total # of Professional : 17 Analysts : 3
Portfolio Managers : 13 Traders : 1
Client Service : 12 Operation : 10

Bartlett Wealth Management Personnel

Ms.  Kelley Downing

Portfolio Manager
Tel : 800-800-4612
Email: kdowning@bartlett1898.com

Ms.  Karen Yurak

Data Preparer
Tel : (513) 621-4612
Email: kyurak@bartlett1898.com

Mr.  Troy Snider

Portfolio Manager
Tel : 513-621-4612
Email: tsnider@bartlett1898.com
Troy R. Snider, CFA, is an Associate Portfolio Manager at Bartlett & Co. specializing in corporate and municipal credit analysis and security selection. As a member of the Fixed Income Group, Troy shares the responsibility for the development of the fixed income strategy and its implementation across Bartlett?s discretely managed accounts and mutual funds. Before coming to Bartlett in 1991, Troy was a credit analyst with a major investment research firm and nationally recognized ratings agency in Chicago. Troy earned his CFA in 1994, MBA in 1989 from Indiana University, and BSME from Rose Hulman in 1982.

Mr.  James Miller

President/CEO
Tel : 513-621-4612
Email: jmiller@bartlett1898.com
James A. Miller, CFA, is President, Chief Executive Officer, Managing Director and a Senior Portfolio Manager of Bartlett & Co. He participates in the formulation and implementation of the investment strategy of the firm?s discretely managed equity portfolios. Jim joined Bartlett & Co. in 1977, earned the Chartered Financial Analyst designation in 1981, and became a Principal of the firm in 1982. Jim received his BA degree in Economics from the University of Michigan in 1971 and an MBA degree from the Harvard Business School in 1974.

Bartlett Wealth Management Product Name

Bartlett Relative Value Balanced Mgmt:Privately Managed Accounts
Bartlett Relative Value Equity Mgmt:Privately Managed Accounts
Report Created: July,17 2018.  Copyright Money Manager Review , All rights Reserved.
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