KD

Kelley Downing

President & CEO

Bartlett Wealth Management

Cincinnati, Ohio


Contact Information

Email
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LinkedIn

Company Information

Company
Bartlett Wealth Management
Industry
investment management
Employees
130.0
Seniority
C suite
Annual Revenue
26000000.0

Professional Summary

Kelley Downing serves as President & CEO at Bartlett Wealth Management. Bartlett Wealth Management operates in the investment management sector with approximately 130.0 employees. The company is headquartered in Cincinnati, Ohio. Bartlett Wealth Management generates annual revenue of 26000000.0.

Industry & Role Insights

  • MessageCEO tracks 1,661 executives in the investment management sector.
  • 1,885 executive contacts are available in Ohio.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

wealth management investment advisory retirement planning financial planning business owner services personal wealth integration family office services holistic financial planning customized investments financial strategy goal setting asset protection legacy planning charitable giving fiduciary services client relationship management multigenerational services community engagement financial resources individualized service women in finance mission-aligned investment complex financial decisions portfolio construction performance analysis financial analytics client-centric approach fiduciary duty investment diversification liquidity management wealth preservation financial advisors risk assessment tax planning financial literacy personal finance wealth transfer client retention community impact corporate responsibility financial education investment philosophy financial wellbeing trust & transparency market insights research & analysis dedicated advisors customized financial solutions investment advice investment management financial services capital markets

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Outreach Guidance — investment management Sector

Executives like Kelley Downing in the investment management sector receive targeted outreach from sales teams, recruiters, and investors. To stand out, personalize your message with industry-specific context and a clear, specific value proposition relevant to their role at Bartlett Wealth Management.

Kelley Downing's Position in the MessageCEO Database

  • Kelley Downing is 1 of 1 verified executive contact we track at Bartlett Wealth Management.
  • 1,640 verified executive contacts in investment management are in the MessageCEO database.
  • 1,794 verified executive contacts in Ohio are in the database.
  • 38 verified contacts work at investment management companies in the 130.0 employee range (same size as Bartlett Wealth Management).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.

Frequently Asked Questions

How do I reach Kelley Downing directly?

Kelley Downing's verified email address is available to MessageCEO Pro subscribers. They currently serve as President & CEO at Bartlett Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Kelley Downing work for?

Kelley Downing is President & CEO at Bartlett Wealth Management, a company in the investment management sector with 130.0 employees. The company is based in Cincinnati, Ohio.

Can I pitch or sell to Kelley Downing?

As President & CEO at Bartlett Wealth Management, Kelley Downing is a key decision-maker in the investment management sector. MessageCEO Pro gives you verified email to reach Kelley Downing directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Kelley Downing in?

Kelley Downing works in the investment management industry as President & CEO at Bartlett Wealth Management. MessageCEO provides verified contact information for executives across all major industries.

Is Kelley Downing's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Kelley Downing's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: June 29, 2026

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