Doug Bartolf

Doug Bartolf

Fondatore presso Atticus Wealth Management LLC

Finance
Consumer Services

Profilo

Mr. Douglas J.
Bartolf is a President, Senior Portfolio Manager & Director of Client Relations at Atticus Wealth Management LLC.
He has more than 30 years of experience in the financial services industry.
He previously worked for several large financial institutions including Fifth Third Bank, Bank One, Chemical Bank, and National Bank of Detroit (NBD).
While at the bank, he spent four years exclusively handling trusts and estates.
He then transitioned into an Investment and Client Relationship Manager, often a sales leader in Florida.
Realizing that the large financial institutions did not always prioritize their client’s interests above their own, in 2004, he broke away to form Bartolf Wealth Advisors, Inc. He built BWA based on the belief that advisors should always have a fiduciary responsibility to their clients.
He obtained his Bachelor’s degree in Finance from Miami University in Ohio

Posizioni attive di Doug Bartolf

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Fondatore 01/03/2018
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Formazione di Doug Bartolf

Miami University Undergraduate Degree

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Finance

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