Ken Schlachter
Gestionnaire de Portefeuille-Actions chez Bartlett & Co. Wealth Management LLC
Profil
Mr. Kenneth L.
Schlachter, CFA MBA, is a Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC.
His practice is focused on providing investment management for high net worth individuals and their families, and qualified retirement plans.
With over 35 years of investment experience, he has honed his craft placing strong emphasis on investment analysis of mutual funds and in financial planning for individuals and families.
Mr. Schlachter was previously employed as an Investment Advisor & Principal by Bartlett & Co. LLC.
He received his MBA degree from Xavier University and his BBA in Finance from the University of Cincinnati.
He is a member of the Chartered Financial Analyst Institute and the CFA Society of Cincinnati.
Postes actifs de Ken Schlachter
| Sociétés | Poste | Début |
|---|---|---|
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered 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 including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Gestionnaire de Portefeuille-Actions | 01/04/2018 |
Anciens postes connus de Ken Schlachter
| Sociétés | Poste | Fin |
|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance 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. | Gestionnaire de Portefeuille-Actions | 01/04/2018 |
Formation de Ken Schlachter
| University of Cincinnati (Ohio) | Undergraduate Degree |
| Xavier University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance 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. | Finance |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered 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 including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Finance |