Worcester, MA (June 28, 2024) Bartholomew & Company, a provider of financial services in Worcester, Massachusetts celebrated its 30th anniversary on June 24, 2024. President & CEO, Thomas J. Bartholomew, AIF® marked the occasion with a contribution to the Bartholomew & Company Anniversary Fund at the Greater Worcester Community Foundation. Since its inception, the Bartholomew & Company Anniversary Fund has donated to over eighteen charitable organizations in central Massachusetts and beyond. Each year, Bartholomew & Company employees nominate and select recipients for grants from the fund.
Since 1994, Bartholomew & Company’s Worcester headquarters have grown from a one-person office into a 30+-person office, have added a branch office in Framingham, MA, and advise on over $4.5 billion in client assets*. In addition, Bartholomew & Company advisors have received numerous industry awards, recognizing the quality of their services and assets under management. However, Bartholomew & Company’s most important accomplishments, according to President & CEO, Tom Bartholomew, are its service to its clients, the well-being of its employees, and its contributions to the community.
Bartholomew & Company and its employees’ charitable and volunteer contributions and community partnerships have included, but are not limited to the following: Abby’s House, Ascentria Care Alliance, Boys & Girls Club of Worcester, Community Harvest Project, Greater Worcester Community Foundation, Hanover Theatre & Conservatory, Preservation Worcester, United Way of Central Mass., Veterans Inc., Worcester Animal Rescue League, Worcester Art Museum, Worcester Public Library Foundation, Worcester Red Sox, and YMCA of Central MA.
About Greater Worcester Community Foundation
Greater Worcester Community Foundation is central Massachusetts’ leading community foundation, employing its expertise and resources to address the region’s most urgent needs. Located at One Mercantile Street, Suite 010, Worcester, MA, its mission is to enhance our community, now and in the future, through philanthropic leadership.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608 and 161 Worcester Road, Suite 402, Framingham, MA 01701, Bartholomew & Company’s advisors pride themselves on crafting customized strategies for each client. For more information, please visit www.bartandco.com. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
(*as of 6/25/24)
