Chicaco, IL Office

Robert Dearborn is a financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. He holds the CFA® and CIC designations and previously worked at Lodestar Investment Counsel, LLC for 28 years. He serves as Village President of Winnetka, Illinois, a role involving various governance responsibilities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and external managers to implement investment strategies.

Melissa Martin is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2019. Prior to joining Bartlett, she worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC from 2015 to 2019. She is a board member of Tuesday's Child, a nonprofit organization focused on behavioral support for families, where she contributes to strategic and budget planning, fundraising, and volunteer activities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures, while also leveraging third-party platforms and service providers.

Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Krista Linn is a CFA® charterholder with 28 years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2019 and was previously with Lodestar Investment Counsel, LLC from 2015 to 2019. She serves on the Board of Trustees for the Chicago Academy For The Arts, an independent arts high school. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and financial planning services to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, leveraging mutual funds, ETFs, and third-party platforms to implement client portfolios.

Nicholas Winter is a CFP® with two years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Chicago, IL. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and the University of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning with an emphasis on diversified asset allocation and relative-value fixed income analysis. The firm is part of the Focus Financial Partners network and offers access to affiliate and third-party solutions alongside its investment management services.

Connie Johnson is a CFA® charterholder with two years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at The Colony Group, Kabouter Management LLC, Aon, and NWQ Investment Management/Nuveen. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients with discretionary wealth and portfolio management, financial planning, and consulting. The firm employs an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and is affiliated with the Focus Financial Partners network.

Peter Flanzer is a financial advisor with Bartlett & Co. Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Waterstone Financial Group and Lodestar Investment Counsel, LLC. Outside of his advisory role, he serves as managing member of Marion Investment Partners LLC, overseeing private investments. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation, relative-value analysis for fixed income, and uses mutual funds and ETFs to implement targeted exposures.

Aaron Balch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC. His prior roles include positions at Tiaa and Morningstar Investment Services, Inc. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients by providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms to implement targeted investment strategies.