Bartlett & Co. Employee Directory

Q: Who are Bartlett & Co. key employees?

Some of Bartlett & Co. key employees are Chad Kolde , Holly Mazzocca

Bartlett & Co. corporate office is located in 600 Vine St Ste 2100, Cincinnati, Ohio, 45202, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Medical & Health

Information Technology

Human Resources

Sales

Key Employees of Bartlett & Co.

Chad Kolde
Chief Financial Officer & Chief Operating Officer
PhoneEmail
Holly Mazzocca
Wealth Advisor & Principal & President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Bartlett & Co. Global Presence

Location	People at location
North America	51-200
Europe	1-10

Index of contact profiles from Bartlett & Co.

Hundreds of professionals searching for Bartlett & Co. have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SS
Sol Simon
Email Direct
Executive Coordinator
United States , Ohio , Cincinnati

PQ
Paul Quandt
Email Direct
Director, Family Office Services
United States , Ohio , Cincinnati

KD
Kayla Deyer
Email Direct
Wealth Advisor
United States , Ohio , Cincinnati

KM
Kellie Muthert
Email Direct
Director, Human Resources
United States , Ohio , Cincinnati

SW
Shannon Wong
Email Direct
Client Relationship Associate
United States , Ohio , Cincinnati

PF
Peter Flanzer
Email Direct
Director, Senior Portfolio Manager
United States , Ohio , Cincinnati

AH
Andrew Holthaus
Email Direct
Wealth Advisor
United States , Ohio , Cincinnati

RD
Robert Dearborn
Email Direct
Director, Senior Portfolio Manager
United States , Ohio , Cincinnati

LP
Lori Poole
Email Direct
Wealth Advisor & Principal
United States , Ohio , Cincinnati

RM
Rob Michel
Email Direct
Manager, Enterprise Network
United States , Ohio , Cincinnati

MM
Martin McClelland
Email Direct
Senior Portfolio Manager
United States , Ohio , Cincinnati

RE
Randy Evans
Email Direct
Technical Support Infrastructure Specialist
United States , Ohio , Cincinnati

SN
Stephen Naiser
Email Direct
Senior Portfolio Manager
United States , Ohio , Cincinnati

MS
Matthew Stith
Email Direct
Portfolio Manager & Director, Equity Research & Principal
United States , Ohio , Cincinnati

EP
Eric Profancik
Email Direct
Head of Trading
United States , Ohio , Cincinnati

Chad Kolde
Email Direct
Chief Financial Officer & Chief Operating Officer
United States , Ohio , Cincinnati

AB
Aaron Balch
Email Direct
Wealth Advisor & Portfolio Manager
United States , Ohio , Cincinnati

MW
Matthew Whalen
Email Direct
Director - Information Technology. Principal
United States , Ohio , Cincinnati

JF
Jonathan Finkler
Email Direct
Fixed Income Services Head
United States , Ohio , Cincinnati

ZA
Zain Amir
Email Direct
Investment Operations & Billing Associate
United States , Ohio , Cincinnati

SN
Sundae Niehaus
Email Direct
Client Relationship Associate
United States , Ohio , Cincinnati

JH
James Hagerty
Email Direct
Wealth Advisor & Principal
United States , Ohio , Cincinnati

JB
Jacqueline Born-Campbell
Email Direct
Client Relationship Associate
United States , Ohio , Cincinnati

GS
Gabe Stowe
Email Direct
Client Reporting Associate
United States , Ohio , Cincinnati

KF
Karen Forg
Email Direct
Client Relationship Associate
United States , Ohio , Cincinnati

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Former Employees at Bartlett & Co.

Explore people who held key positions, contributed to Bartlett & Co.'s success, and advanced their careers.

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Worked as Wealth Advisor

at Bartlett & Co. (2020-2022)

Direct

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Director, Business Pro... at Libre Advisor Network

Worked as Director, Business

at Bartlett & Co.

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Worked as Financial Services Associate

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Frequently Asked Questions Regarding Bartlett & Co. Employees

How many employees does Bartlett & Co. have?

Bartlett & Co. has 51-200 employees

Who is the CFO of Bartlett & Co.?

Bartlett & Co.’s CFO is Chad Kolde

Who are Bartlett & Co. key employees?

Some of Bartlett & Co. key employees are Chad Kolde, Holly Mazzocca

Where is Bartlett & Co. located?

Bartlett & Co.’s headquarters are located at 600 Vine St Ste 2100, Cincinnati, Ohio, 45202, United States

How do I contact Bartlett & Co.?

Bartlett & Co. Contact Info: Phone number: (513) 621-4612 Website: www.bartlett1898.com

What does Bartlett & Co. do?

Bartlett Wealth Management offers comprehensive financial services including wealth management, financial planning, and investment management designed for individuals, families, business owners, and institutions. Their seasoned advisors work collaboratively to create tailored strategies that align with each client's unique financial landscape. The... Read More

Is Bartlett & Co. a public company?

Bartlett & Co. is private company therefore does not currently have an official ticker symbol

See more information about Bartlett & Co. Employees