Anthony joined Bartholomew & Company in October 2025, bringing experience collaborating with senior advisors to develop strategies tailored to clients’ goals. In his previous role, he focused on fact‑finding, understanding client needs, and creating a welcoming environment that fostered trust and confidence. He was recognized for his ability to simplify complex financial concepts and build strong client relationships.
Anthony now serves as a Client Service Associate supporting lead advisors James Cushman and Nancy L. Scott. He assists with managing client accounts, provides administrative support, and ensures a seamless client experience through clear communication and meticulous attention to detail.
Outside of work, Anthony enjoys snowboarding in the winter, lifting weights at his local gym, and spending summers at Candlewood Lake, where he participates in water activities such as cliff jumping, jet skiing, and paddleboarding.
