Leadership
Thomas J. Bartholomew, AIF®
Founder & Chairman | Senior Wealth Advisor
Alex Bartholomew, AIF®
Chief Executive Officer | Chief Investment Officer
Michelle M. Fuller, CIMA®, CEPA®
Managing Director, Strategy & Operations | Senior Wealth Advisor
Joshua A. Paul, CFP®, AIF®
Managing Director, Wealth Partners | Senior Wealth Advisor
Michelle Newcomb, AIF®
Managing Director, Governments & Institutions | Investment Advisor
Brian R. Jamros
Managing Director, Governments & Institutions | Investment Advisor
Private Wealth Management - Advisors
Thomas J. Bartholomew, AIF®
Founder & Chairman | Senior Wealth Advisor
James W. Cushman, AIF®
Director of Business Development | Senior Wealth Advisor
Michelle M. Fuller, CIMA®, CEPA®
Managing Director, Strategy & Operations | Senior Wealth Advisor
Jonathan S. Mack, CRPS®, AIF®
Director of Retirement Plan Consulting | Senior Wealth Advisor
Peter C. McManus, AIF®, CPFA®
Retirement Plan Consultant | Senior Wealth Advisor
Jennifer E. Moran
Senior Wealth Advisor
Joshua A. Paul, CFP®, AIF®
Managing Director, Wealth Partners | Senior Wealth Advisor
Ashley Riley, AIF®
Senior Wealth Advisor
Wlliam K. Ryan, APMA®
Senior Wealth Advisor
Nancy L. Scott, CFP®, RICP®, AIF®
Senior Wealth Advisor
Kyle C. Swaim, AIF®
Associate Advisor
Private Wealth Management - Client Services
Karolina Angelou
Senior Client Service Associate
Jessica Chartier
Client Service Associate
Angel Felice
Client Service & Operations Coordinator
Hazel Nutt, CFP®
Executive Assistant to the Chairman
Anthony Parisi
Client Service Associate
Regina V. Pranckevicius
Senior Client Service Associate
Michele A. Renaud-Ingel
Senior Client Service Associate
Daniel Zaluski
Client Service Associate
Governments and Institutions - Advisors
Kathleen Cyganiewicz, AIF®
Investment Advisor, Governments & Institutions
Brian R. Jamros
Managing Director, Governments & Institutions | Investment Advisor
Susan Kelley
Investment Advisor, Governments & Institutions
Michelle Newcomb, AIF®
Managing Director, Governments & Institutions | Investment Advisor
Governments and Institutions - Client Services
Brianna Ellis
Client Experience Specialist
Amanda Reyell
Client Experience Specialist
Inge Vervoort
Client Experience Specialist
Investment Management
Alex Bartholomew, AIF®
Chief Executive Officer | Chief Investment Officer
Joshua Boen
Trader
Kyle Cornell, AIF®
Director of Research and Trading
Louise Henningsson
Financial Analyst
Operations
Megan Granger, CPA
Chief Financial Officer
Suzanne Pisinski
Marketing Manager
Tammy Waltzman
Operations Manager
Rachel Zinkus
Human Resources Manager
