Dave Francis

Portfolio Manager-Fixed Income at Bartlett & Co. Wealth Management LLC

59 year

Finance

Consumer Services

Profile

Mr. David P.
Francis is an Investment Advisor & Principal at Bartlett & Co. Wealth Management LLC.
He is responsible for creating many of the proprietary portfolio management and market analysis programs used at Bartlett.
He is also responsible for fixed income strategy and security selection within Bartlett’s fixed income strategies.
He has over 28 years of investment experience.
Mr. Francis was previously employed as an Investment Advisor & Principal by Bartlett & Co. LLC.
He received his BS degree in Finance from Ball State University, and received his MBA degree in International Business from Xavier University.

Dave Francis 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 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 including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.	Portfolio Manager-Fixed Income	01/04/2018

All active positions of Dave Francis

Former positions of Dave Francis

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-Fixed Income	01/04/2018

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Training of Dave Francis

Xavier University	Masters Business Admin
Ball State University (Indiana)	Undergraduate Degree

Experiences
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100 +

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Linked companies

Private companies	2
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 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 including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.	Finance