The Bartlett Wealth Management company source record lists 124 employees. The visible Bartlett Wealth Management management graph includes:
Kelley Downing
Retired CEO at Bartlett Wealth Management
2
4
General
(55)
Christopher D. Robbins, Cfa
Investment Advisor, Head of Fixed Income Solutions, Principal at Bartlett Wealth Management
3
1
Sales
(10)
Beth Ceddia
Director, Client Service at Bartlett Wealth Management
2
0
IT
(5)
Rob E. Michel
Enterprise Infrastructure Manager at Bartlett Wealth Management
2
0
Finance
(4)
Amanda P. Bliven
Financial Advisor at Bartlett Wealth Management
0
0
HR
(1)
Kimberly Vallance
Administrative Assistant / HR
0
0
Marketing
(1)
Marianne Yates
Portfolio Administrator, Marketing Associate at Bartlett Wealth Management
4
1
Legal
(1)
Bethany Dorsel
Compliance Associate
1
0
Operations
(1)
Ritika Gupta
Investment Operations for Wealth Management, Billing, Reporting, Addepar and Solving Problems
2
0
Related company intelligence for Bartlett Wealth Management
3 same-industry peers
10 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
3 / 10
3 of 10 related companies share this company's industry classification.
Employee benchmarks
10 / 10
10 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
10
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Near peer median size
This company
124 employees
Related peers
106 median peer employees
4 related employee-estimated peers are higher and 6 are lower.
10 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 60% of 10 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 60% of 10 comparable related peers from related-company records.
Employee scale: 60%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
106 employees
Largest peer by size
Mariner
1.95K employees
Bartlett Wealth Management size signal
124 employees
Peer size comparison
4 larger · 6 smaller
Peer scale position
Near peer median size
4 related employee-estimated peers are higher and 6 are lower.
Bartlett Wealth Management people graph sample
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James A. Miller, Cfa
Cincinnati, Ohio, United States1 email signal on bartlett1898.com4 phone signals available
-
Mota Humberto
Technical Manager at Bartlett De Mexico
Veracruz, Mexico2 email signals: 1 email signal on bartlett1898.com, 1 non-official email signal1 phone signal available
-
Keith Dershem, Cfp®, Aep®
Cincinnati Metropolitan Area, United States5 email signals: 1 email signal on bartlett1898.com, 4 non-official email signals1 phone signal available
-
Brian Antenucci, Cfa
Wealth Advisor & Principal at Bartlett
Cincinnati, Ohio, United States3 email signals: 1 email signal on bartlett1898.com, 2 non-official email signals
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Bartlett Wealth Management
AeroLeads maps 4 visible contact signals for Bartlett Wealth Management. Coverage is multi-channel contact coverage.