Alexander C. Bartholomew Named Sr. Vice President/Chief Investment Officer
Worcester, Massachusetts (January 24, 2018)—Today, Bartholomew & Company announced that Alexander C. Bartholomew, has been promoted to the position of Sr. Vice President/Chief Investment Officer. Alex, previously a vice president of the firm, joined the company in 2009 as an analyst, following completion of graduate school.
Mr. Bartholomew has been instrumental in assisting Bartholomew & Company with investment analysis and portfolio construction that properly represents the firm’s investment philosophy of emphasizing long-term, risk-adjusted returns. Alex has also been responsible for developing many of the internal software systems and infrastructure critical for the daily tasks of the investment management team. In this new role, Alex will assume responsibility of the internal investment management team, working together to construct and manage portfolios that meet each client’s objectives.
Mr. Bartholomew earned a bachelor’s degree in liberal arts and an MBA in finance from Bryant University. He holds FINRA Series 7 and 66 securities registrations as a registered staff member with Commonwealth Financial Network®. Mr. Bartholomew resides in Holden, MA, with his wife and two children.
About Bartholomew & Company
Bartholomew & Company, Inc. has been providing individuals and organizations with financial guidance since 1994. The company’s staff of 24 employees, including investment advisor representatives, registered representatives, registered assistants, and support staff, advises in excess of $1.7 billion dollars in client assets. Located at 370 Main Street, Suite 1000, Worcester, MA 01608, and 75 Hitching Post Road, Chatham, MA 02633, the firm’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network®, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,710 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.