As the head of the Municipal Department, Chuck is responsible for ensuring that all clients' fiduciary needs are being met, as well as leading all municipal prospecting endeavors. Chuck assists our municipal clients with law interpretations and procedural policies as they relate to Massachusetts General Laws and Treasurer office operations.

Chuck joined Bartholomew & Company in 2002, after nearly 20 years in public municipal service.

During his 14-year tenure as the treasurer/collector for the Town of Shrewsbury, he had full responsibility for all cash management functions. He implemented the town's current investment policy and managed its $90 million in annual general operating receipts. He participated in numerous borrowings, culminating with the town's largest borrowing ever of more than $62 million in 2001.

He has also served as the treasurer of Tantasqua Regional School District in Sturbridge, a staff accountant for the City of Worcester Treasurer's Office, and a municipal calling officer at Shawmut Bank.

Chuck's numerous professional associations include the Massachusetts Collectors and Treasurers Association (MCTA) and the Worcester County Treasurers/Collectors Association; he is a past president of both organizations. He has also served as a member of the Board of Directors for the Shrewsbury Municipal Employees Federal Credit Union.

He holds the FINRA Series 7, 24, and 66 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network^®. Chuck has earned the Accredited Investment Fiduciary^® (AIF^®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. He has certifications as both a treasurer and a collector from MCTA.