Brian Francis Antenucci

Portfolio Manager-Equities at Bartlett & Co. Wealth Management LLC

43 year

Finance

Consumer Services

Profile

Mr. Brian F.
Antenucci, CFA, is a Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC.
He provides investment advisory services to high net worth individuals and their families, foundations, endowments, and institutions.
He has over 15 years of investment experience.
He serves as a Board Member for The Center for Respite Care, and the School of Business Administration Advisory Council at the University of Dayton.
Before joining Bartlett Wealth Management, Mr. Antenucci served as a Vice President and Portfolio Manager at The Private Client Reserve of U.S.
Bank in Chicago.
While at U.S.
Bank, he managed over $230 million of investable assets for institutional and private clients.
He also served as a Member of the Equity Research Group.
He received his Bachelor of Science from the University of Dayton in Finance and Entrepreneurship.
He is a member of the CFA Institute, and is a Chartered Financial Analyst.

Brian Francis Antenucci active positions

Companies	Position	Start
Bartlett & Co. Wealth Management LLC Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and 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 of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.	Portfolio Manager-Equities	01/08/2018

All active positions of Brian Francis Antenucci

Former positions of Brian Francis Antenucci

Companies	Position	End
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.	Portfolio Manager-Equities	01/04/2018
U.S. Bank NA (Cincinnati Ohio Investment Management) U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.	Portfolio Manager-Equities	31/12/2011

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Training of Brian Francis Antenucci

University of Dayton

Undergraduate Degree

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Linked companies

Private companies	3
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
Bartlett & Co. Wealth Management LLC Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and 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 of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.	Finance
U.S. Bank NA (Cincinnati Ohio Investment Management) U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.	Finance

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