Jim Miller

75 year

Finance

Consumer Services

Profile

James Allen Miller served as the Chairman, Investment Advisor & Principal at Bartlett & Co. LLC from 2010 to 2018.
He then served as the Chairman, Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC from 2018 to 2023.
Miller received his undergraduate degree from the University of Michigan in 1971 and his MBA from Harvard Business School in 1974.

Former positions of Jim Miller

Companies	Position	End
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.	Chairman	2023-02-02
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.	Chairman	2018-03-31

See the detail of Jim Miller's experience

Training of Jim Miller

Harvard Business School	Masters Business Admin
University of Michigan	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jim Miller's experience

Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

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