Jason Kiss, CFA
Bartlett's Director of Research and a Senior Portfolio Manager

Jason works with high net worth individuals and their families, and with institutional clients managing fixed income and balanced portfolios.

Jason graduated from Clemson University with a Master’s Degree in Business Administration, majoring in International Accounting and Finance. Jason is the president of Cincinnati Area Senior Services and the treasurer of the Cincinnati Shakespeare Company.

Jason joined Bartlett & Co. in January 2000 and has 11 years of investment experience.


James B. Hagerty, CFA
A Senior Portfolio Manager and a Product Manager for the Relative Value Equity strategy.

His investment management client base includes investment advisory accounts, trusts, IRA portfolios, and charitable accounts.

Jim received a B.S. in Economics from the University of Dayton. He serves on the advisory board of the Catholic Inner City Schools Educational Fund (CISE) and on the Foundation Committee at Purcell Marian High School. He is an Adjunct Professor in the Finance Department at Xavier University.

Jim joined Bartlett & Co. in 1994, and has 18 years of investment experience.