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Bartlett & Co

    OverviewSuggest Edit

    Invest with confidence. Bartlett is a firm whose goal is reaching yours. A firm that aligns strategies tailored for your individual circumstances. A firm that is open-minded and proactive in meeting your needs, without conflicts of interest. Grounded in trust and integrity, we prepare you for the uncertainties of tomorrow and plan for positive enduring results.

    After more than 100 years in business, Bartlett continues to service clients toward a vital present, secure future and generous legacy.

    TypePrivate
    Founded1898
    HQCincinnati, OH, USMap
    Websitebartlett1898.com
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    Latest Updates

    Employees (est.) (Jan 2021)100(+2%)
    Revenue (FY, 2018)$2 B
    Cybersecurity ratingAMore

    Key People/Management at Bartlett & Co

    Kelley J. Downing

    Kelley J. Downing

    President & CEO, Wealth Advisor, Principal
    Robert H. Dearborn

    Robert H. Dearborn

    Director, Senior Portfolio Manager
    Peter W. Flanzer

    Peter W. Flanzer

    Director, Senior Portfolio Manager
    Michael A. Herst

    Michael A. Herst

    Director, Senior Portfolio Manager
    Krista K. Linn

    Krista K. Linn

    Director, Senior Portfolio Manager
    Edwin B. Ruthman

    Edwin B. Ruthman

    Director, Senior Portfolio Manager
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    Bartlett & Co Office Locations

    Bartlett & Co has offices in Cincinnati and Chicago
    Cincinnati, OH, US (HQ)
    600 Vine St #2100
    Chicago, IL, US
    150 S Wacker Dr #3050
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    Bartlett & Co Financials and Metrics

    Summary Metrics

    Founding Date

    		1898
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    Bartlett & Co Revenue

    Bartlett & Co's revenue was reported to be $2 b in FY, 2018
    USD

    Revenue (FY, 2018)

    		2.0b
    USDFY, 2018E

    Revenue

    		2.0b
    show all
    Show all financial metrics

    Bartlett & Co Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    92/100

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    Bartlett & Co Online and Social Media Presence

    Bartlett & Co's Trends

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    Bartlett & Co News and Updates

    May 17, 2019

    Lodestar Investment Counsel to Join Focus Partner Firm Bartlett & Co. Wealth Management

    NEW YORK, May 17, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Lodestar Investment Counsel, LLC (“Lodestar”), a r…

    Bartlett & Co Blogs

    September 28, 2020

    Managing Finances for Aging Parents [Checklist]

    A checklist for supporting your parents in retirement and beyond In the coming years, many of us will find ourselves in the position of providing support to our parents as they age. Whether managing finances, guiding care decisions, or ensuring their needs and desires are being met, as with so many …
    March 23, 2020

    Investor Advice on COVID-19: Put Your Trust in U.S. Market Resilience

    The stock market has experienced a tumultuous selloff, declining by more than 25% from the high reached on February 19, less than a month ago. If you’re feeling shell-shocked, you have plenty of company. It’s fair to say the United States has declared war on the novel coronavirus. But even in an opt…
    March 19, 2020

    Jim Hagerty Provides Perspective Amidst COVID-19 Volatility

    The post Jim Hagerty Provides Perspective Amidst COVID-19 Volatility appeared first on Bartlett Wealth Management.
    March 04, 2020

    Steady and Ready: Bartlett’s 2020 Outlook

    The Bartlett Wealth Management team offered a “Steady and Ready” approach to anticipating and managing economic trends in 2020 during our annual Market Outlook presentations delivered in both Cincinnati and Chicago earlier this year. After a chaotic end to 2018 and an exceptional 2019, the phrase, “…
    February 28, 2020

    Update on the Market Setback – A Letter from the President

    The stock market has declined by 8% over the last four days, a tumultuous swoon provoked by fears of a coronavirus pandemic. We thought it would be helpful to share our perspective. -Kelley J. DowningPresident & CEO Background Covid-19 (coronavirus) is a virus believed to originate in animals an…
    February 20, 2020

    Don’t Let These Hidden Costs Derail Your Retirement

    When approaching retirement, the biggest concern tends to be, “Did I save enough?” And while that is certainly a valid question, many people make the mistake of being so consumed with savings they forget about the money they may wind up spending in retirement. Here are just a few common and easily-o…
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     Bartlett & Co Frequently Asked Questions

    • When was Bartlett & Co founded?

      Bartlett & Co was founded in 1898.

    • Who are Bartlett & Co key executives?

      Bartlett & Co's key executives are Kelley J. Downing, Robert H. Dearborn and Peter W. Flanzer.

    • How many employees does Bartlett & Co have?

      Bartlett & Co has 100 employees.

    • What is Bartlett & Co revenue?

      Latest Bartlett & Co annual revenue is $2 b.

    • What is Bartlett & Co revenue per employee?

      Latest Bartlett & Co revenue per employee is $20 m.

    • Who are Bartlett & Co competitors?

      Competitors of Bartlett & Co include Manning & Napier, State Street and Schroders.

    • Where is Bartlett & Co headquarters?

      Bartlett & Co headquarters is located at 600 Vine St #2100, Cincinnati.

    • Where are Bartlett & Co offices?

      Bartlett & Co has offices in Cincinnati and Chicago.

    • How many offices does Bartlett & Co have?

      Bartlett & Co has 2 offices.