Worcester, MA – December 2, 2025
Bartholomew & Company, an independent investment and wealth management firm headquartered in Worcester, Massachusetts, announced the appointment of Michelle Fuller, CIMA®, CEPA® as Managing Director of Strategy & Operations and Senior Wealth Advisor. In this dual role, Michelle will partner closely with the firm’s leadership team to drive strategic growth initiatives, optimize productivity, and elevate the client experience—while serving private wealth clients through comprehensive planning and advisory relationships.

“Michelle brings an incredible combination of strategic insight, leadership experience, and client focus,” said Tom Bartholomew, AIF®, President and CEO of Bartholomew & Company. “Her proven ability to build and scale businesses, coupled with her deep understanding of wealth management will strengthen both our strategic infrastructure and the client relationships that define our firm.”

Michelle joins Bartholomew & Company with over two decades of executive experience across the asset and wealth management industries. She previously held senior distribution roles at John Hancock Investment Management, PIMCO, and State Street Global Advisors, where she led key initiatives in RIA, ETF, and Private Wealth distribution.
Earlier in her career, Michelle began as a recruit in UBS Financial Services’ Graduate Talent Program in New York City. Most recently, she served as a Strategic Growth Consultant to her family’s century-old automotive business, leading projects in exit planning, value creation, and mergers and acquisitions—expanding her expertise in positioning businesses for long-term growth and succession. Her thought leadership has been featured with Forbes, FA Magazine, RIA Channel, and the Exit Planning Institute.

“I’m honored to join Bartholomew & Company in this dynamic capacity,” said Fuller. “I look forward to working with Tom, Alex and, the leadership team to strengthen our strategic foundation while delivering a thoughtful, personalized wealth management experience to high-net-worth families and businesses.”
About Bartholomew & Company

Founded in 1994, Bartholomew & Company is an independent investment and wealth management firm headquartered in Worcester, Massachusetts, with offices throughout New England. The firm provides comprehensive wealth management and investment advisory services to individuals, families, municipalities, and institutions.