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

joshua@bartandco.com
Joshua's main responsibility within the Municipal Department is to review the investment structure of each portfolio that Bartholomew & Company manages. He analyzes each portfolio on a daily basis to ensure that the account is structured to pursue the goals and objectives set forth by the client or the client's investment committee. Joshua is also responsible for individual security selection and managing portfolio sensitivity to interest rate fluctuations through duration analysis.

Joshua works with Christopher Davies to ensure that the proper liquidity exists in each account to cover any current or upcoming cash flow needs of the municipality, and that all invested funds are put to work efficiently and expeditiously.

Joshua is also part of the team that prepares and analyzes each municipal report that Bartholomew & Company generates to ensure that it is accurate and issued in a timely fashion.

Joshua joined Bartholomew & Company, Inc., in 1995. He was previously with Cape Cod Bank & Trust Company in Hyannis and Bear Stearns in Boston.

Joshua holds FINRA Series 7, 24, 63, and 65 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®. Joshua is a CERTIFIED FINANCIAL PLANNERTM professional (CFP®) and has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. He has a bachelor's degree in Finance from Boston College.

In his free time, Joshua serves on the Scholarship Committee for the Greater Worcester Community Foundation and is an assistant coach for the Groton/Dunstable Youth Soccer Club.

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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