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
Società | Posizione | Inizio |
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Atticus Wealth Management LLC
Atticus Wealth Management LLC Investment ManagersFinance Atticus Wealth Management LLC (AWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2018 by principals Enoch Carter Morris IV, Doug J. Bartolf, and Colin J. Arnold. AWM offers customized, comprehensive investment and wealth management services to high-net-worth individuals and families, nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. | Fondatore | 01/03/2018 |
Formazione di Doug Bartolf
Miami University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Atticus Wealth Management LLC
Atticus Wealth Management LLC Investment ManagersFinance Atticus Wealth Management LLC (AWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2018 by principals Enoch Carter Morris IV, Doug J. Bartolf, and Colin J. Arnold. AWM offers customized, comprehensive investment and wealth management services to high-net-worth individuals and families, nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. | Finance |
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