Director, Investment Management
Location: Worcester Office
Grounded in Relationships, Driven by Purpose
Kathleen joined Bartholomew & Company’s Investment Management Department in 2016. As director, she oversees the department’s investment analysis, portfolio management, and performance monitoring responsibilities. Kathleen has a particular focus on the macroeconomic environment preparing materials, commentary, and outlook. In addition, she aids in aligning internal teams and client understanding of all concepts related to the markets, economy, and investment portfolios.
She holds a bachelor's degree in economics from the College of Wooster and a master’s degree in business administration from Babson College.
Kathleen holds FINRA Series 7 and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network. Kathleen has earned the Accredited Investment Fiduciary® professional designation from Fi360 and has received formal training in investment fiduciary responsibility. In her leisure time, she enjoys cooking, traveling, and exploring Worcester, Massachusetts.