Senior Financial Analyst, Investment Management
Kathleen joined Bartholomew & Company’s Investment Management team in 2016, following an internship in Retirement Consulting at Commonwealth Financial Network®. Today, as a senior financial analyst, her responsibilities include investment analysis, portfolio management, performance monitoring, and economic research.
Kathleen holds FINRA Series 7 and 66 securities registrations as an investment adviser representative of Commonwealth Financial Network. She is a graduate of the College of Wooster, with a BA in economics and a minor in political science, and is working toward her master’s in business administration and management from the Babson F.W. Olin Graduate School of Business.
Kathleen is a board member of You, Inc., a local child welfare and behavioral health organization. In her leisure time, she enjoys cooking, traveling, and exploring Worcester, Massachusetts.
Location: Worcester Office