2017 Thomas J. Bartholomew Honored in Financial Times' Top 400 Financial Advisors
Worcester, Massachusetts (March 30, 2017)—Bartholomew & Company, a premier financial services firm in Worcester, Massachusetts, today announces that its President, Thomas J. Bartholomew, AIF®, has been named to the Financial Times 400 Top Financial Advisers list for 2017. This marks the fifth year the Financial Times, one of the world’s leading global business news organizations, has recognized elite financial advisors at national, independent, and regional broker/dealers on its annual list. This is the second year Mr. Bartholomew has been honored by Financial Times. The list was published in a special section of the newspaper’s U.S. edition on Thursday, March 30, as well as on ft.com.
Tom Bartholomew founded Bartholomew & Company in 1994, with more than two decades of experience in the investment and banking industries. Today, Bartholomew & Company’s staff of 24 employees, including investment advisor representatives, registered representatives, registered assistants, and support staff, advises in excess of $1.5 billion dollars in client assets. The firm offers a range of comprehensive planning services paired with a conservative investment philosophy personalized to clients’ near- and long-term financial goals.
Wayne Bloom, CEO of Commonwealth Financial Network®, Mr. Bartholomew’s broker/dealer‒RIA said, “I extend my most sincere congratulations to Tom on being named to this elite list of the nation’s top financial advisors. Tom’s talents and contributions to the financial advice industry have long been recognized by the Commonwealth community, and we are pleased to see his expertise repeatedly recognized on a national scale. We applaud Tom’s continued dedication to unparalleled client service, commend his business success, and maintain our unwavering commitment to supporting Bartholomew & Company.”
“Bartholomew & Company is privileged to serve an established list of clientele, while continuing to welcome new clients”, said Bartholomew. “I am thankful for our team of loyal, professional employees who contribute to this venture every day, and for the services provided by our broker/dealer, Commonwealth Financial Network®, whose sole focus is to meet the needs of our advisors and their clients.”
The Financial Times 400: To compile the 2017 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 800 applicants were considered, and 400 (50 percent of candidates) were selected. For the full methodology*, please visit ft.com.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608, the firm prides itself on crafting unique strategies for each client. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
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 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.
*Not indicative of advisor’s future performance. Your experience may vary.