Bartlett Wealth Management

Bartlett’s first webinar of the year is just around the corner, and you won’t want to miss it! The firm is pleased to host Bekah Michael from the University of Cincinnati and Ohio Cyber Range Institute for an interactive discussion on artificial intelligence and its impact on cybersecurity. Bekah will dive into real-life scenarios covering a few ways artificial intelligence is changing the cybersecurity landscape, along with tips for how you can continue to keep your information safe. Visit the link to register: https://lnkd.in/gKwqZmAB

Last week, a few members from Team Bartlett had the opportunity to celebrate the retirement of Senior Portfolio Manager, Mary Dennis Jones, CFA. Since joining Bartlett in 2023, Mary has been an integral part of the culture and foundation of our Louisville office. We are beyond grateful for Mary’s leadership and mentorship she has demonstrated across the entire firm throughout her time with Bartlett. Mary will be greatly missed, but we wish her the best as she embarks on her next chapter. Congratulations on a successful career, Mary!

Congratulations to Kayla Deyer, CFP?, ChFC?,CRPC?, CPFA on being featured in Louisville Business First's "20 People to Know in Wealth Management" for 2025! Honorees for this award are chosen through editorial review, with selections based entirely on their merits, achievements and contributions to their organizations and local community. Neither the firm nor its representatives paid a fee to participate in this award.

Introducing our Spring Co-Op, Liana Gabrelcik! Liana is returning to #TeamBartlett for a second Co-Op term with us and we couldn’t be more thrilled to welcome her back to the firm.

Congratulations are in order! We recently celebrated the promotions of Keith Dershem, CFP?, AEP?, Ritika Gupta, and Gina Palazzo Slayton, CFP?, CEPA. We appreciate the hard work and dedication these individuals bring to the firm and look forward to all that they’ll accomplish in their new lead roles at Bartlett.

Meet the newest members of Team Bartlett! ? Gabe Stowe (Cincinnati office)? ? Connie Johnson, CFA (Chicago office) ? Andrew Holthaus, CFA (Cincinnati office) ? Cole Roberts (Louisville office) We couldn’t be more excited to have them on board and are thrilled to continue growing together in 2025.?

Starting out the new year with some exciting news! Financial Planning Associate, Jared Wheeler, CFP?, recently earned his Certified Financial Planner (CFP?) designation. Way to go, Jared!

It’s been ONE YEAR since our new website launched! We’ve worked hard to create a user-friendly experience for our website visitors and look forward to continuing to improve our website in 2025. Haven’t had a chance to check it out yet? Visit Bartlett1898.com to learn about our team, services, sign up for our newsletter + more!?

Rounding out 2024 with some exciting news! We are thrilled to announce that Catherine Crawford, CFP? and Brian Walker, CFA have been named our newest partners at the firm. Catherine and Brian have continuously demonstrated Bartlett's core pillars in their day to day work and we are beyond grateful for the passion and experience they bring to team Bartlett. As the new year quickly approaches, we look forward to celebrating even more great achievements together! Congratulations, Catherine and Brian!

In case you missed it, Jonathan Finkler, our Head of Fixed Income Services, discussed how Bartlett maintains a grounded perspective amidst federal policy shifts during our annual Strategy Update. Visit the link below to watch a recording of Jon’s segment during our live event, moderated by President Holly Mazzocca, CFP?.