Investment Management Dept.
Kathleen joined Bartholomew & Company’s Investment Management Department in 2016, following an internship in Retirement Consulting at Commonwealth Financial Network®. As director, she oversees the department’s investment analysis, portfolio management, and performance monitoring responsibilities. In addition, she prepares financial research, market commentary, and economic update materials for internal and client communications.
Kathleen holds FINRA Series 7 and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network. She holds a bachelor's degree in economics from the College of Wooster and a master’s degree in business administration from Babson College.
Location: Worcester Office