Brian Antenucci
Wealth Advisor & Principal at Bartlett Wealth Management
- Role
- Wealth Advisor & Principal at Bartlett Wealth Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Brian Antenucci
At Bartlett, we see life\'s transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals.Your well-being is our bottom line.
Experience
Wealth Advisor & Principal
Aug 2012 — Present · Cincinnati, KY, US
I joined Bartlett Wealth Management in 2012, and have over 16 years of experience in the wealth management industry. As an investment professional, I specialize in working with individuals and families, foundations and endowments to manage and preserve their wealth, providing investment advice, comprehensive financial planning services and customized investment solutions. It’s our belief that trying to predict the ups and downs of the market is counterproductive. Therefore we design portfolios to withstand fluctuating markets and generate attractive long-term returns. This holistic, balanced approach is reflected clearly through each element of Bartlett’s investment management and financial planning services. This service is performed by utilizing a team of professionals to provide full service wealth management solutions for our clients. I participate in the large cap equity research process on a weekly basis. As a member of the Bartlett Fund Advantage Committee I support the research effort of equity mutual funds and ETFs. I am also a member of Bartlett\'s Progressive Leadership Committee.
Education
University of Dayton
Bachelor of Science (B.S.), Finance
1999 — 2003
Skills
- Wealth Management
- Portfolio Management
- Equities
- Investment Management
- Wealth Management Services
- Investments
- Financial Advisory
- Fixed Income
- Asset Allocation
- Mutual Funds
- Asset Managment
- Financial Services
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