CHRISTOPHER DAVIES, VICE PRESIDENT

chris@bartandco.com
Chris joined Bartholomew & Company, Inc., in March 1998. When Chris first started at the firm, he worked with Tom Bartholomew and Bob Harris as they mentored him on the intricacies and values of owning a fixed income portfolio. Since then, Chris has gained the knowledge and experience necessary to help maintain investment objectives within accounts held by cities and towns.

Chris has the role of assuring that all municipal accounts are reviewed in full on a daily basis. This includes the analysis of each portfolio he monitors for a number of different objectives, including safety, liquidity, and yield, and placing trades that pursue the client's objectives. He also completes most buy and sell trades that are required for each account and confirms that each trade complies with the customer profile that has been established together with Tom, Joshua, and the town treasurer. Chris is also the first internal contact that each client has with Bartholomew & Company. He, along with Hazel, handles the original transfer of assets to the town's new account with Bartholomew & Company and Commonwealth Financial Network®. Included in the transfer process is assuring that the full account has transferred in and that all cost basis information is correct in the new account.

Chris is a graduate of the University of Massachusetts, Amherst with a Bachelor of Arts in Pre Law. He has successfully passed the FINRA Series 7, 63, and 65 exams and is fully registered as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network®.

Chris serves on the Scholarship Committee of the Greater Worcester Community Foundation and is a member of the Holden Towers Tennis Club, National Ski Patrol Alumni Association, and Petersham Curling Club.

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