michelle-newcomb
 

 

Michelle Newcomb, AIF®
Vice President, Government & Institutional Division
Financial Advisor
[email protected]


Michelle joined Bartholomew & Company in 2011 and serves as vice president in our Government & Institutional Division, working to ensure that we meet our clients’ fiduciary needs. Her previous experience includes several years in municipal banking as a municipal calling officer and assistant vice president with Rockland Trust Company, where she worked with more than 150 municipal clients. Prior to that, she managed shareholder relations as assistant to the CFO at Rockland Trust.

Michelle is a member of the Massachusetts Collectors and Treasurers Association (MCTA), Plymouth County Collector/Treasurer Association, Norfolk County Municipal Finance Officers Association, and Bristol County Collector/Treasurer Association. She holds FINRA Series 7 and 66 securities registrations as a registered representative and investment adviser representative of Commonwealth Financial Network®. Michelle has also earned the Accredited Investment Fiduciary® professional designation from Fi360 and has formal training in investment fiduciary responsibility.

Michelle holds a bachelor’s degree from Indiana University.

 

Location: Worcester Office