Bartlett Wealth Management
Brian Antenucci, CFA, is a seasoned wealth management professional with over 16 years of experience. Currently serving as a Wealth Advisor and Principal at Bartlett Wealth Management since August 2012, Brian specializes in managing and preserving wealth for individuals, families, foundations, and endowments, offering investment advice and comprehensive financial planning. Prior to this role, Brian held positions at US Bank as Vice President and Portfolio Manager, Park National Bank as Assistant Vice President and Portfolio Manager, and Wayne Hummer Asset Management as Portfolio Manager, where expertise included managing customized investment portfolios for high-net-worth clients. Brian's career began as a Credit Analyst at North Shore Community Bank and included an early role as Associate Manager at The Davis Center for Portfolio Management. Brian holds a Bachelor of Science in Finance from the University of Dayton, class of 2003.
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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