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Bartlett Wealth Management

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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 objecti... Read more

Industries

Investment Management

Headquarters

Cincinnati, United States

Employees

Links

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Holly H. Mazzocca

President, Wealth Advisor, Principal

Holly H. Mazzocca

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Director - Information Technology | Principal

Portfolio Manager, Director Equity Research

Bethany E. Dorsel

Compliance Associate

Elizabeth R. Johnson

Client Relationship Associate

Jared F. Wheeler

Financial Planning Associate

Client Relationship Associate

Kendra E. Mossburger

Tax & Family Office Specialist

Director Of Operations

Nicholas Winter

Financial Planning Associate

Craig Sarembock

Wealth Advisor, Principal

Kenneth Schlachter

Wealth Advisor & Principal

Investment Associate

Director, Senior Portfolio Manager

Catherine Miller

Wealth Advisor

Director, Human Resources

Wealth Advisor, Principal

Principal, Wealth Advisor

Wealth Advisor | Principal

Advisory Board Member

Teams

Wealth Advisory Team

37 members

Finance and Investment Team

11 members

Offices

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