- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Bart is a Senior Portfolio Manager in the Cleveland, OH office. He specializes in the construction and implementation of dynamic investment programs, customized to meet the goals for high-net-worth individuals, families, foundations and endowments and business owners.
Experience
Prior to joining Northern Trust, Bart was a Senior Portfolio Manager in the Family Wealth Group of Key Private Bank.
Community Involvement
Bart serves on the Governing Board of the Ohio & Erie Canalway Coalition. Bart is an active member of the Investments and Wealth Institute and serves on the CIMA Certification Commission.
Joined Northern Trust
2016
Education
Bachelor of Business Administration in Finance, University of Cincinnati. Master in Business Administration, Case Western Reserve University’s Weatherhead School of Management.
Credentials
Certified Investment Management Analyst.
Cleveland
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200 Public Square
Suite 3200
Cleveland, Ohio 44114