Senior Advisory Board Member
Steve Bartlett, a member of Treliant’s Senior Advisory Board, has over 30 years of experience in financial services, business strategy, corporate governance, ethics and compliance, and public policy at the highest levels of the private sector and government. His most notable positions include President and CEO of the Financial Services Roundtable in Washington, DC, Mayor of Dallas, and member of the U.S. House of Representatives.
Steve draws on his accomplished background and experience and specializes in offering strategic consulting advice to for-profit companies and non-governmental organizations. His advice is sought on a range of policy areas including regulatory compliance, financial services, health care, corporate reputation, congressional trends, retirement security, identity protection, federal fiscal policy, corporate governance, disability policy, and media relations.
As a member of Treliant’s Senior Advisory Board, Steve offers strategic advice to Treliant’s clients and its senior executives on a range of matters: political, legislative, regulatory, and industry trends. Specific focus areas have included the Community Reinvestment Act (CRA), Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), mortgage origination and the TILA-RESPA Integrated Disclosures (TRID) rule, fair lending, small dollar lending, and Anti-Money Laundering/Bank Secrecy Act (AML/BSA) compliance, among others. In addition, he provides insight into the workings of regulatory agencies including the Consumer Financial Protection Bureau (CFPB), Office of the Comptroller of the Currency (OCC), Federal Deposit Insurance Corporation (FDIC), and Federal Reserve.
Steve also regularly provides strategic briefings for CEOs and other executives at major banks in the U.S. on regulatory and legislative matters.
From 1999 to 2012, Steve was President and CEO of the Financial Services Roundtable, a trade association representing 100 of the largest integrated financial services companies providing banking, insurance, and investment services to American consumers.
During his service as Mayor of Dallas from 1991 to 1995, Steve led Dallas to reduce violent crime, adopt a $5 billion capital improvements plan, and achieve significant economic revitalization, a downtown renaissance, and 30,000 new residential units in or adjacent to downtown Dallas.
As a member of Congress from 1983 to 1991, Steve served on the House Banking and the Education and Labor Committees. He was a sponsor or principal cosponsor of 18 major pieces of legislation. He was a principal author of the Americans with Disabilities Act.
In the for-profit world, he serves on the following corporate and Advisory Boards:
• Independent Director for Ares Capital Corporation (ARCC), and membership on the Audit Committee; and
• Member of the Advisory Board of EverFi, Inc., a $20 million technology company specializing in online financial education.
He has provided a leadership role to a number of other non-profit organizations including Operation HOPE, International Relief and Development, Easter Seals of Greater Washington DC and YMCA of the USA. He also served on the President’s Commission on Excellence in Special Education.
Steve graduated from the University of Texas at Austin in 1971, later serving as guest lecturer with the LBJ School of Public Affairs.
He has been happily married to Gail Coke Bartlett since 1969 and they are parents of three excellent children, and grandparents of eight beautiful grandchildren.
Steve is an active adventure traveler, most recently sea kayaking in the Fiji Islands in 2016. He also visited Mt. Kilimanjaro in 2011 and Mt. Blanc Circuit in 2012. His 2010 Marine Corps Marathon time was 5:29.
Areas of Specialization
News and Articles
Broker-Dealer, Hedge Fund, and Private Equity Compliance
Compliance Program Development
Recovery and Resolution Planning (Living Will)
Risk and Strategy
Senior Advisory Board
Strengthening the Compliance Program
Community Reinvestment Act (CRA)