WORCESTER, MA (June 2026) — Bartholomew & Company, an independent wealth management and institutional investment advisory firm serving clients across the U.S., today announced a planned leadership transition with the appointment of Alex Bartholomew as Chief Executive Officer.
Founder and Chairman Tom Bartholomew will remain actively involved in the firm, continuing to provide strategic leadership, support key initiatives, and serve as lead advisor to his client relationships.
Alex Bartholomew will continue to serve as Chief Investment Officer in addition to his responsibilities as Chief Executive Officer. Throughout his tenure, he has helped shape the firm’s investment philosophy, strategic direction, and growth while championing innovation and anticipating industry trends to position the firm and its clients for long-term success.
“One of the greatest responsibilities of leadership is ensuring that the firm is positioned to serve clients not only today, but for generations to come,” said Tom Bartholomew, Founder and Chairman. “This transition reflects years of planning and a shared commitment to the values that have guided our firm since its founding. Alex is an exceptional leader, and I have complete confidence in his ability to lead Bartholomew & Company into its next chapter.”
Bartholomew & Company has experienced significant growth in recent years and today advises on nearly $6 billion in assets (As of 6/9/26) across its private wealth, institutional, and government client segments. The firm continues to expand its capabilities, talent, and client service offerings while preserving the values, culture, and client-first approach that have defined the firm for over three decades.
“I am honored by the opportunity to serve as Chief Executive Officer and grateful for the trust placed in me by Tom, our leadership team, and our employees,” said Alex Bartholomew. “As our industry continues to evolve, we will continue investing in our people, technology, and capabilities to better serve clients while building on the strong foundation that has made Bartholomew & Company what it is today.”
About Bartholomew & Company
Bartholomew & Company is an independent investment advisory firm located at 370 Main Street, Suite 1000, Worcester, MA and 405 Cochituate Road, Suite 305, Framingham, MA. The firm provides comprehensive wealth management and institutional investment advisory services across various client segments.
