Senior Vice President
Chief Investment Officer
Alex is senior vice president and chief investment officer of Bartholomew & Company. He is responsible for the internal investment management team, working together to construct and manage portfolios that meet each client’s objectives.
Alex joined the company in 2009 as an analyst after earning his BA in liberal arts and his MBA in finance from Bryant University. In 2013, he was promoted to vice president, and in 2018, to senior vice president and CIO. Over the years, Alex has been instrumental in assisting with investment analysis and portfolio construction that properly represents the firm’s investment philosophy of emphasizing long-term, risk-adjusted returns. He has also been responsible for developing many of the internal software systems and infrastructure critical for the daily tasks 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.
Location: Worcester Office