Bartlett Wealth Management
Provides comprehensive wealth management and investment advisory services.
financial-serviceswealth-management
Company facts
- Founded
- 1898
- Employees
- 85
- Headquarters
- United States
- Type
- Private
- Funding
- Private Equity · $7B · 2023
- Subsidiaries
- Lodestar Investment Counsel, Regent Investment Management
Open positions
3 jobs
3 days ago
Director, Client Attraction (Wealth Management)
New North America 3 questions
United States
Cincinnati, OhioBartlett Wealth Management is seeking a Director, Client Attraction to lead the firm's growth strategy across all geographies/markets, translating firm priorities into coordinated execution across marketing, business…
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3 views 2 months ago
Wealth Advisor, Portfolio Manager
Open 56d HybridNorth America 5 questions
United States
Cincinnati, OhioBartlett manages over $10.25 billion in assets and has offices in three cities, with a total of 88 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial…
1 views 4 months ago
Director, Client Services (Wealth Management)
Open 56d North America 3 questions
United States
Cincinnati, OhioThe Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role oversees staff performance, operational effectiveness,…
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