charles-patterson
 

 

Chuck Patterson, AIF®
Senior Vice President, Government & Institutional Division
Chief Operations Officer
[email protected]


Chuck joined Bartholomew & Company in 2002 after nearly 20 years of public municipal service.

As the head of the Government & Institutional Division, Chuck is responsible for ensuring that we meet all clients’ fiduciary needs and assisting municipal clients with law interpretations and procedural policies as they relate to Massachusetts General Laws and Treasurer office operations. He also leads our municipal business development efforts.

In 2015, Chuck was named senior vice president and chief operating officer for Bartholomew & Company. He holds the FINRA Series 7, 24, and 66 securities registrations as a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®. Chuck has earned the Accredited Investment Fiduciary® professional designation from Fi360 and has received formal training in investment fiduciary responsibility. He has certifications as both a treasurer and a collector from MCTA.

Chuck’s background includes a 14-year tenure as the treasurer/collector for the town of Shrewsbury, where he was responsible for all cash management functions. He implemented the town’s current investment policy and managed the town’s $90 million in annual general operating receipts. He participated in numerous borrowings, culminating with the town’s largest borrowing ever of more than $62 million in 2001. Chuck has also served as the treasurer of Tantasqua Regional School District in Sturbridge, a staff accountant for the city of Worcester Treasurer’s office, and a municipal calling officer at Shawmut Bank.

Chuck maintains numerous professional associations, including the Massachusetts Collectors and Treasurers Association (MCTA) and the Worcester County Treasurers/Collectors Association; he is a past president of both organizations. He has also served as a member of the board of directors for the Shrewsbury Municipal Employees Federal Credit Union. In addition, Chuck is the chairman pro tem/president of First Congregational Church of Rutland, Massachusetts.

 

Location: Worcester Office