Bartlett Wealth Management welcomes new wealth advisor

Justin Ellis

Bartlett Wealth Management, a Midwest wealth management firm with offices in Cincinnati and Chicago, announced Justin Ellis, a Chartered Financial Analyst, has recently joined the Cincinnati office as a wealth advisor.

“At Bartlett, we seek out advisors who share our firm’s passion for exceptional client service. Justin’s experience combined with his dedication to ensuring his clients receive the best guidance possible, make him a wonderful addition to the Bartlett team,” Bartlett CEO Jim Hagerty said. “The entire team is excited to welcome him to the growing Bartlett family.”

Ellis joins Bartlett with nine years of portfolio management experience. Most recently, he worked in Portfolio Management at Fifth Third, where he managed client relationships and constructed and monitored investment portfolios. He held multiple positions during his time within the company’s finance division, which included serving as the portfolio manager team lead.

“I genuinely believe that recognizing the small wins are just as important as the big ones,” Ellis said. “Joining Bartlett gives me the opportunity to focus on my clients, their unique needs and aspirations, and to serve as a holistic financial resource – a combination that makes me excited for this new role and next chapter.”

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