Bartlett Wealth Management
Aliya Riddle, CFA, is a seasoned investment professional with extensive experience in wealth management. Currently serving as a Wealth Advisor and Associate Investment Advisor at Bartlett Wealth Management since September 2018, Riddle specializes in managing and preserving wealth for individuals, families, foundations, and endowments through customized investment solutions and comprehensive financial planning. Prior to this role, Riddle worked at Johnson Investment Counsel from June 2010 to September 2018, progressing from Operations Associate to Associate Portfolio Manager, where the firm is recognized as Ohio’s largest independent wealth management firm. Additional experience includes positions at JPMorgan Chase and National City Bank, along with early career development at Procter & Gamble. Riddle holds a BBA in Finance from the University of Notre Dame.
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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