Bartlett Wealth Management Email Formats
Investment Management • 
Cincinnati, Ohio, United States • 101-200 Employees
Bartlett Wealth Management Email Formats
Bartlett Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@bartlett1898.com), used 71.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bartlett1898.com | 71.8% |
{first name}{last name} | johndoe@bartlett1898.com | 23.9% |
{last name}{last name} | doedoe@bartlett1898.com | 4.2% |
Key Contacts at Bartlett Wealth Management
Krista Linn
Director, Senior Portfolio Manager
Peter Flanzer
Director, Senior Portfolio Manager
Timothy Back
Director Of External Manager Research
Kellie Muthert
Director, Human Resources
Joe Walburg
Director Of Operations
Matt Whalen
Director - Information Technology | Principal
Robert H. Dearborn
Director, Senior Portfolio Manager
Matthew Stith
Portfolio Manager, Director Equity Research, Principal
Joe Walburg
Director Of Operations
Company overview
| Headquarters | 600 Vine Street, Suite 2100, Cincinnati, OH 45202, US |
| Phone number | +15027191000 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Investment Advisory |
| Founded | 1898 |
| Employees | 101-200 |
| Socials |
About Bartlett Wealth Management
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Bartlett Wealth Management has 58 employees across 8 departments.
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Number of employees
Funding Data
Bartlett Wealth Management has never raised funding before.
Bartlett Wealth Management Tech Stack
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