Bartholomew & Company - Doris Huard (Municipalities)

Dory joins Chuck in responsibility for ensuring that all clients' fiduciary needs are being met. She brings seven years of banking experience and 20 years of municipal experience as a treasurer, collector, and assessor to the Bartholomew & Company team.

Prior to joining the company in 2005, Dory was a vice president with Bank of America, serving as a client manager for municipal customers. She worked with over 150 municipal clients on their cash management and investment needs.

In 1997, Dory was appointed city treasurer/collector in Fitchburg, where she was responsible for the administration and supervision of the receipt, expenditure, and investment of municipal funds, as well as management of the city's public parking.

She has served the town of Paxton since 1987 as elected town collector, assistant treasurer, and treasurer and as an elected member of the Board of Assessors, a position she has held since 1998.

Her professional associations include the Massachusetts Collectors and Treasurers Association (MCTA) as a member and as a director; the Worcester County Treasurers/Collectors Association, where she has served as a past president; the Norfolk County Municipal Finance Officers Association; and the Worcester County Assessors Association.

She is certified as both a Massachusetts municipal treasurer and collector. She has successfully passed the Department of Revenue's Assessment Administration Law and Procedures Evaluation Course 101.

Dory holds FINRA Series 7 and 66 securities licenses as a Registered Representative and as an Investment Adviser Representative of Commonwealth Financial Network^®. She has earned the Accredited Investment Fiduciary^® (AIF^®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. Dory is a graduate of Anna Maria College.

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