As Managing Director of Strategy & Operations and Senior Wealth Advisor at Bartholomew & Company, Michelle Fuller serves in a dual mandate that blends enterprise leadership with personalized client advisory. She partners with the firm’s executive team to drive strategic growth, operational excellence, and an elevated client experience—while also working directly with individuals, families, and business owners to design wealth management strategies aligned with their values, priorities, and long-term goals.
Michelle has spent more than 20 years in the investment and wealth management industry, holding senior leadership roles at John Hancock Investment Management, PIMCO, and State Street Global Advisors. Her career began in UBS Financial Services’ Graduate Talent Program in New York City, where she discovered her commitment to helping people make confident, informed financial decisions.
Michelle’s passion and expertise in serving business owners is rooted in more than two decades of providing strategic advisory support to her family’s century-old automotive business, where she guided initiatives in value creation, exit planning, and mergers and acquisitions. This experience—combined with her exit planning training—deepened her understanding of succession planning, leadership transition, and the legacy-defining decisions entrepreneurs face. She brings this custom perspective to her advisory relationships at Bartholomew & Company, helping business owners align business, personal and financial goals.
Michelle holds the Certified Investment Management Analyst® (CIMA®) and Certified Exit Planning Advisor® (CEPA®) designations. Her industry insights have been featured in Forbes, FA Magazine, RIA Channel, and the Exit Planning Institute.
Michelle lives in Shrewsbury with her husband and three children. She is actively involved in her children’s schools and her family’s church community and can often be found cheering from the sidelines at her kids’ sporting events. She enjoys fitness, yoga, and summers on Cape Cod, and is passionate about mentoring young professionals in business leadership.
