BARTLETT & CO. WEALTH MANAGEMENT LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 292246). Regulatory assets under management: $10.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| James Brian Hagerty | CEO | — |
| Kyle William Pohlman | DIRECTOR | — |
| Holly Hirt Mazzocca | PRESIDENT | — |
| Brian Francis Antenucci | DIRECTOR | — |
| Lori Beth Poole | DIRECTOR | — |
| Chadwick David Kolde | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | — |
| Samuel Nellis Ginocchio | CHIEF COMPLIANCE OFFICER | — |
| Kimberly Ann Geary | CHIEF COMPLIANCE OFFICER | — |
| GEARY KIMBERLY ANN | CHIEF COMPLIANCE OFFICER | — |
| STEELE THOMAS ALLEN | CFO/COO; CFO/COO/CCO; CHIEF COMPLIANCE OFFICER | — |
| DOWNING KELLEY JEANNETTE | DIRECTOR; PRESIDENT/CEO | — |
| HAGERTY JAMES BRIAN | CEO; DIRECTOR | — |
| POHLMAN KYLE WILLIAM | DIRECTOR | — |
| Mazzocca Holly Hirt | DIRECTOR; PRESIDENT | — |
| CALVERT JARED BENNETT | CCO | — |
| ANTENUCCI BRIAN FRANCIS | DIRECTOR | — |
| POOLE LORI BETH | DIRECTOR | — |
| KOLDE CHADWICK DAVID | CHIEF FINANCIAL OFFICER | — |