JOSHUA A. PAUL, SR. VICE PRESIDENT, CFP®, AIF®

joshua@bartandco.com
As Senior Vice President of Bartholomew & Company, Joshua provides individuals with a holistic approach to portfolio management, analyzing each client's assets, situation, life stage, and goals in order to construct a personalized financial plan. Consistent with the company's philosophy, Joshua's approach is conservative, managing volatility for long-term performance. Portfolios are reviewed regularly and adjusted accordingly, to assure commitment to each client's goals and objectives.

Joshua joined Bartholomew & Company in 1995 as a Registered Representative of Commonwealth Financial Network. Prior to joining the company, Joshua was employed by Bear Stearns Companies, Inc., Boston and Cape Cod Bank & Trust Company (CCBT), Hyannis. In 1994, before entering his senior year of college, Joshua earned his FINRA Series 7 registration while working at CCBT and two additional part-time positions. Currently, Joshua holds FINRA Series 7, 24, 63 and 65 securities registrations as a Registered Representative and Investment Adviser Representation of Commonwealth Financial Network.

A graduate of the Boston College Carroll School of Management with a Bachelor of Science degree in Finance, Joshua also studied at the London School of Economics.

Joshua is a CERTIFIED FINANCIAL PLANNERTM professional and has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He has been named a FIVE STAR Wealth ManagerSM for 2010 and 2011, as published in Boston magazine.

Joshua volunteers as a member of the Scholarship Committee for the Greater Worcester Community Foundation and as a coach for the Groton/Dunstable Youth Soccer Club.

In his free time, Joshua enjoys spending time with family, playing golf, visiting warm climates, and traveling to Cape Cod, where he lived for nearly 20 years. Joshua resides in Groton, Massachusetts, with his wife and two daughters.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

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