Chad Kolde

About Chad Kolde

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. The Bartlett team\'s specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planningBefore joining Bartlett, I worked at Barnes, Dennig and Co, Ltd as an Assurance Senior Manager. I spent a significant portion of my time performing fraud investigation and forensic accounting services in an effort to detect and/or deter fraud. I also worked with companies that had fallen victim to fraud to report and potentially recover those funds. I also focused my time on financial statement audits, reviews, and compilations for middle market companies. I graduated with a Bachelors of Science in Business Administration from the Ohio State University from the Fisher College of Business\'​ Honors program in June of 2009 and a minor in Philosophy in June of 2009. I also graduated with a Master of Accounting degree in June of 2009.

Experience

1. Chief Financial Officer and Chief Operating Officer

   Bartlett Wealth Management

   Sep 2024 — Present

Education

• The Ohio State University

  Philosophy

  2005 — 2009

• The Ohio State University Fisher College of Business

  Master of Accounting, Accounting and Finance

  2008 — 2009

• The Ohio State University Fisher College of Business

  Bachelor of Science in Business Administration, Honors Accounting

  2005 — 2009

Skills

• Memorization
• Accounting
• Gaap
• Tax
• Tax Preparation
• Forensic Accounting
• Cpa
• Financial Analysis
• Financial Reporting
• Finance
• Financial Audits
• Internal Controls
• Auditing
• Corporate Tax