Woody Uible
Directeur/Membre du Conseil chez Interact For Health
Profil
Mr. Woodrow H.
Uible, CFA, is a Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC.
He is on the Board of Directors at Maple Knoll Communities, Inc. and Interact For Health.
He is a Product Manager of the Bartlett Equity strategies and a Principal at Bartlett Wealth Management.
He has has over 42 years of investment experience.
Prior to joining Bartlett Wealth Management, Mr. Uible was employed by a private investment fund and the investment division of a bank trust department.
He previously served as board member of Walnut Hills High School Foundation, University of Cincinnati Foundation, and Beech Acres Foundation.
He is a past President of the CFA (Chartered Financial Analysts) Society of Cincinnati.
He has served as an adjunct Professor of Economics at the University of Cincinnati.
He received his BA degree in Economics from the University of Cincinnati.
He currently serves as a board member for Interact for Health, the Economics Center, and Maple Knoll Communities.
He is a Chartered Financial Analyst and a Registered Life Planner.
Postes actifs de Woody Uible
| Sociétés | Poste | Début |
|---|---|---|
Interact For Health
 Interact For Health Miscellaneous Commercial ServicesCommercial Services Interact For Health is an independent social welfare organization dedicated to improving community health. The foundation awards grants to non-profit and governmental organizations for programs and activities that improve health in Cincinnati. The foundation was founded in 1978 and is headquartered in Cincinnati, OH. | Directeur/Membre du Conseil | 22/06/2013 |
Maple Knoll Communities, Inc.
 Maple Knoll Communities, Inc. Hospital/Nursing ManagementHealth Services Maple Knoll Communities, Inc. provides elder and child care services. It services include exceptional retirement communities of Maple Knoll Village and the Knolls of Oxford, Maple Knoll Outreach Services for Seniors, three affordable HUD Senior Living Residences and Maple Knoll Home Health services. The company was founded in 1848 and is headquartered in Cincinnati, OH. | Directeur/Membre du Conseil | 18/09/2015 |
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 Woody Uible
| 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 |
| CFA Society of Cincinnati | Corporate Officer/Principal | - |
Formation de Woody Uible
| University of Cincinnati (Ohio) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Interact For Health
Interact For Health Miscellaneous Commercial ServicesCommercial Services Interact For Health is an independent social welfare organization dedicated to improving community health. The foundation awards grants to non-profit and governmental organizations for programs and activities that improve health in Cincinnati. The foundation was founded in 1978 and is headquartered in Cincinnati, OH. | Commercial Services |
| CFA Society of Cincinnati | |
Maple Knoll Communities, Inc.
Maple Knoll Communities, Inc. Hospital/Nursing ManagementHealth Services Maple Knoll Communities, Inc. provides elder and child care services. It services include exceptional retirement communities of Maple Knoll Village and the Knolls of Oxford, Maple Knoll Outreach Services for Seniors, three affordable HUD Senior Living Residences and Maple Knoll Home Health services. The company was founded in 1848 and is headquartered in Cincinnati, OH. | Health Services |
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 |
