Bartholomew & Company - Thomas Bartholomew (Municipalities)

In 1994, with more than two decades of experience in the investment and banking industries, Thomas J. Bartholomew founded Bartholomew & Company, Inc. Today, Tom oversees the day-to-day operations of the company, supported by seven Investment Advisor Representatives, four Registered Assistants and seven additional support team members.

Prior to joining Commonwealth Financial Network as an Investment Advisor Representative in 1994, Tom was Senior Vice President and Partner of A.F. Best Securities, Coral Springs, Florida. In 1981, while working at Worcester County National Bank (WCNB), Tom was responsible for all aspects of municipal banking, including business development and financial/fiscal advisory services. After WCNB was absorbed by Shawmut Bank, Tom went on to manage the entire municipal operation for several Massachusetts counties, and he created Shawmut's retail fixed-income sales, brokerage and underwriting operation for central and western Massachusetts. From 1977-1981 Tom was a licensed insurance and securities representative for New England Mutual Life Insurance Company.

Tom's commitment to his clients and his profession, along with his experience and reputation in the fixed-income markets, has not only earned him a loyal clientele among local and regional affluent individuals, but unequaled national recognition as well.

Since 1994, Tom has been a member of Commonwealth Financial Network's (CFN) Leaders Club, and was the recipient of CFN's Special Service Award in 2000, given to the person who especially embodies the ideals of Commonwealth and best personifies the qualities of leadership. Since 1991, Tom has participated as a guest lecturer at the Massachusetts Collectors and Treasurers Annual School, teaching investment principles to newly elected and appointed Treasurers. As a featured presenter at the 2010 Top Independent Advisors Summit, hosted by Barron's magazine, Tom spoke on “Analyzing Risks & Opportunities in the Fixed-Income Market”.

Tom holds FINRA Series 7, 24, 51, 63 and 65 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network. Tom has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary 360 and has received formal training in investment fiduciary responsibility. He was educated at Assumption College, Williams College and Rutgers University-Stonier Graduate School of Banking.

Tom is very active in the community and serves in the following volunteer capacities:

  Greater Worcester Community Foundation - Treasurer, Investment Committee Chair
  UMass Medical School/UMass Memorial - Development Council Member
  West Boylston Community Club - member involved with fundraising
  Worcester Art Museum - Corporator, Audit Committee Member

In his free time, Tom enjoys golf, travel, and cooking for family and friends. Tom resides in West Boylston with his wife and three children.

Back to Our Team