Bartlett Wealth Management
Brian Walker, CFA, serves as a Wealth Advisor at Bartlett Wealth Management since September 2019. Prior experience includes roles as an AVP Investment Advisor and Officer Investment Advisor at PNC from July 2014 to August 2019. Walker's career also encompasses experience at GE as a Corporate Audit Staff Associate in 2013-2014 and as an Associate Financial Analyst at GE Aviation from 2010 to 2013. Earlier experience includes a Fixed Income Co-op position at Bartlett & Co. from 2008 to 2009. Educational qualifications include an MBA and a B.B.A. with honors in Finance and Real Estate from the University of Cincinnati Carl H. Lindner College of Business, as well as a brief academic stint at Johannes Kepler Universität Linz and completion of secondary education at Mariemont High School.
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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