Jim Hagerty

Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.

Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.