Bartlett Wealth Management
Libby Kubera currently serves as the Billing Lead at Bartlett Wealth Management, where responsibilities include investment operations and billing management since May 2023. Prior experience includes roles as a Wire Risk Specialist and Customer Relationship Advocate at Fidelity Investments from May 2020 to May 2023. Libby's earlier experience features a Sustainability Internship at PITT OHIO, focused on developing a Waste Management Program to enhance Corporate Social Responsibility, and a Finance and Benefits Internship at Premier Farnell, where tasks involved account analysis and employee benefits verification. Libby holds a degree in Environment, Economics, Development, and Sustainability with a focus on International Development from The Ohio State University, obtained in 2019.
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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