Alexander C. Bartholomew, AIF^®

Grounded in Relationships, Driven by Purpose

Alex Bartholomew is the Chief Executive Officer and Chief Investment Officer of Bartholomew & Company. In his role as CEO, he is responsible for guiding the firm’s strategic direction and supporting its continued growth, while maintaining its disciplined, relationship-driven approach to wealth management. As CIO, he leads the internal investment management team, overseeing portfolio construction and management to help ensure each client’s objectives are met with a focus on long-term, risk-adjusted returns.

Alex joined the firm in 2009 as an analyst after earning his BA in liberal arts and MBA in finance from Bryant University. He was promoted to vice president in 2013 and to senior vice president and CIO in 2018. Over the course of his tenure, he has played a key role in investment analysis and portfolio construction, while also developing internal systems and infrastructure that support the day-to-day work of the investment management team.

Alex holds FINRA Series 7 and 66 securities registrations. He and his wife, Kelly, reside in Holden, Massachusetts, with their three young children.