Comment on Bartlett expanding with deal to acquire Chicago investment advisory firm

Bartlett expanding with deal to acquire Chicago investment advisory firm

One of Greater Cincinnati’s largest investment advisory firms, Bartlett Wealth Management, has reached a deal to acquire a Chicago firm and merge it into its operations. Downtown-based Bartlett is adding Lodestar Investment Counsel in a deal that’s expected to close July 1, Bartlett CEO Kelley Downing told me. The deal is the biggest in Bartlett’s 121-year history and gives the company its only office outside of Cincinnati.

 

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