Mr. Bartlett leads The Bartlett Group and manages multi-disciplined discretionary portfolios through the Stifel Solutions Program, including Blue Chip, Global Growth, and Equity Income portfolio strategies for individuals and corporate clients throughout the country.

Clifford earned a Bachelor of Arts in History from Boston University prior to beginning a career in finance. Over the last 30 years, Mr. Bartlett has gained experience at some of Wall Street’s most prestigious firms. His journey began at Lehman Brothers’ investment banking division, and he then joined Merrill Lynch to work more closely with clients. While at Morgan Stanley in the early 2000s, he earned the position of Wealth Advisor and subsequently joined Wells Fargo Advisors. In 2019, he moved his practice to Stifel, one of the nation’s leading wealth management firms, to serve high-net-worth individuals, family-owned businesses, and corporate partnerships. His professional pedigree has provided firsthand knowledge of the global financial markets, portfolio strategy, and investment planning. His commitment to putting client interests first has been a hallmark throughout his career, coupled with a vocation to continued education and the pursuit of excellence, a long-standing principle of Stifel’s core values.

After growing up on Long Island, Clifford lived in New York City with his wife, Jennifer. They moved north, raising a family of five children in Pound Ridge, a small town in Westchester County, New York. They have traveled the country together enjoying sports, cultural events, and the great outdoors.