![Kelley Jeannette Downing](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Kelley Jeannette Downing served as the President, CEO, Investment Advisor & Principal at Bartlett & Co. LLC from 1996 to 2018.
She also held the position of Executive Chair, Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC from 2021 to 2022.
In addition, she served as a Board Member at The Good Samaritan Hospital Foundation and as a Principal at National Underground Railroad Freedom Center, Inc. Ms. Downing holds an undergraduate degree from Miami University and an MBA from Thunderbird School of Global Management.
Former positions of Kelley Jeannette Downing
Companies | Position | End |
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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. | Chief Executive Officer | 01/01/2021 |
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. | Chief Executive Officer | 01/04/2018 |
The Good Samaritan Hospital Foundation | Corporate Officer/Principal | - |
National Underground Railroad Freedom Center, Inc.
![]() National Underground Railroad Freedom Center, Inc. Other Consumer ServicesConsumer Services National Underground Railroad Freedom Center, Inc. operates as museum of conscience, an education center, a convener of dialogue, and a bea¬con of light for inclusive freedom around the globe. It gives the meaning of inclusive freedom by presenting permanent and special exhibits that inspire, public programming that provoke dialogue and action, and educational resources that equip modern abolitionists. The company was founded in 2004 and is headquartered in Cincinnati, OH. | Corporate Officer/Principal | - |
Training of Kelley Jeannette Downing
Miami University | Undergraduate Degree |
Thunderbird School of Global Management | Masters Business Admin |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Private companies | 4 |
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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 |
National Underground Railroad Freedom Center, Inc.
![]() National Underground Railroad Freedom Center, Inc. Other Consumer ServicesConsumer Services National Underground Railroad Freedom Center, Inc. operates as museum of conscience, an education center, a convener of dialogue, and a bea¬con of light for inclusive freedom around the globe. It gives the meaning of inclusive freedom by presenting permanent and special exhibits that inspire, public programming that provoke dialogue and action, and educational resources that equip modern abolitionists. The company was founded in 2004 and is headquartered in Cincinnati, OH. | Consumer Services |
The Good Samaritan Hospital Foundation | |
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 |
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