Worcester, MA (August 21, 2019)—James W. Cushman, Vice President, Private Wealth Management and Director of Business Development at Bartholomew & Company, a financial planning and wealth management firm, with offices in Worcester, Auburn, Bedford, and Chatham, MA, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.
Mr. Cushman, a resident of Northborough, MA, holds FINRA Series 7, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®. He enjoys working with clients to help them make more informed decisions about their money and the growth and protection of their assets and estate. Jim is committed and passionate about taking a holistic, multi-generational approach to guiding his clients through their many life events. As director of business development, Jim is helping Bartholomew & Company grow and evolve through several long-range initiatives.
Fi360, based in Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) designations.
About Bartholomew & Company
Established in June 1994, Bartholomew & Company’s assets under advisement reached the $2 billion mark earlier this year and have since grown to over $2.4 billion. Bartholomew & Company has been providing individuals, governments and institutions with financial guidance for 25 years. Located at 370 Main Street, Worcester, MA; 75 Hitching Post Road, Chatham, MA; 200 Great Road, Bedford, MA; and now 319 Southbridge Street, Auburn, MA, the firm prides itself on crafting unique 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.
About Fi360
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.
