Jaret Petruzzelli,AIF®, CPFA
Retirement Plan Consultant
Location: Worcester Office
Grounded in Relationships, Driven by Purpose
Jaret joined Bartholomew & Company’s Investment Management team in May 2020 as a financial analyst. Today, Jaret is a wealth advisor for private wealth management clients and a retirement plan consultant, providing financial advice and support to retirement plan sponsor clients of Bartholomew & Company. Jaret conducts plan and investment reviews with sponsors, provides investment recommendations, and prepares due diligence reports. He also facilitates on-site education to contribute to the success of the plan and the participants’ retirement readiness, conducts reviews with participants, and provides ongoing service to retirement plan participants.
Jaret graduated from Bryant University in 2020 with a BS in business administration, with concentrations in finance and applied analytics. Jaret's previous experience includes a project management internship at Harvard University's Information Technology department and a business analyst/finance internship at Onset Computer Corporation in Bourne, Massachusetts.
Jaret holds the FINRA Series 7 and 66 securities registrations. In his free time, Jaret enjoys watching sports, playing golf, and spending time with family and friends.