Our Team
Meet our experienced team of financial and wealth advisors who are ready to work with you! Let us work side-by-side with you to help optimize your financial journey—no matter the stage—we have the knowledge, skills, and resources to help!
Private Wealth Management
Government & Institutional Division
Investment Management
Administrative
Finance and Marketing
Our Community Partners
Our commitment to creating meaningful partnerships that endure begins with the clients we serve every day and extends to the communities in which we work and live. To us, being a good community partner means doing everything from supporting our fellow local businesses through advertising, sponsorship, and representation on area boards and committees to giving back by hosting toy and food drives, participating in volunteer activities, and making charitable contributions through the Bartholomew Anniversary Fund. These are some of the many community organizations we partner with and support:
On the company’s 20th anniversary in 1994, Thomas Bartholomew created the Bartholomew & Company Anniversary Fund at Greater Worcester Community Foundation. The fund actively engages the company’s employees in grantmaking to give back to the community in which they work and live. Greater Worcester Community Foundation is a tax-exempt, public charity dedicated to improving the quality of life in Worcester County. Bartholomew & Company President and CEO Tom Bartholomew currently serves as treasurer on the Foundation’s board of directors. He is also a member of the Foundation’s Executive Committee. Sr. Vice President and CIO Alex Bartholomew currently serves as a corporator, volunteering to further the mission.
As a corporate partner of Preservation Worcester, Bartholomew & Company supports its mission to maintain for future generations the sites and structures that are significant to the culture, history, and architecture of the city and to encourage excellence in future design. Bartholomew & Company Sr. Vice President & CIO Alex Bartholomew serves on Preservation Worcester’s Endangered Structures Committee.
Since its opening in 2008, Bartholomew & Company has been a proud supporter of the Hanover Theatre for the Performing Arts, a 2,300-seat theater in Worcester, Massachusetts, that won a National Trust for Historic Preservation Award for its renovation and restoration of the original 1904 building. Today, the historic theater is an internationally recognized performing arts center, contributing to the economic development of downtown Worcester. Bartholomew & Company President and CEO Tom Bartholomew serves on the theater’s board of directors and is a member of the theater’s Franklin Square Society, contributing to its mission to foster a love and appreciation for the performing arts in the audiences of today and tomorrow.
Over the years, Bartholomew & Company has supported the EcoTarium’s mission to inspire a passion for science and nature through its participation in fundraising events and on the museum’s board and committees. The EcoTarium in Worcester, Massachusetts, offers three floors of indoor interactive exhibits, live animal habitats, exciting shows in the digital planetarium, daily Science Discovery programs, hikes through forest and meadow nature trails, outdoor imaginative play, and a train ride around the 45+ acre campus.
The YMCA of Central Massachusetts is devoted to strengthening communities and to developing the spirit, mind, and body of all persons, regardless of means, through activities that represent its core values of caring, honesty, respect, and responsibility. Bartholomew & Company is proud to be a sponsor of the Annual YMCA Golf Classic, raising funds to support its Annual Campaign.
Our long-standing business partnership with Worcester Art Museum helps support the museum’s exhibitions, educational programs, exciting activities, and events that bring thousands of people to this premier cultural institution in New England. In addition, Bartholomew & Company President and CEO Thomas J. Bartholomew serves as a corporator of the museum; he is one of many individuals who serve as stewards of the public trust, ensuring the continuation of the Worcester Art Museum’s mission to collect, preserve, exhibit, and educate.
The Worcester Public Library Foundation was established to enhance the public visibility and to raise public and private funds to ensure the continuing vitality of the Worcester Public Library. Bartholomew & Company has provided support to the Foundation as an annual sponsor of its “A Celebration of Authors” fundraiser.
Our Industry Partners
Our ability to provide you with the kind of holistic guidance and integrated solutions you expect and deserve requires an understanding of your complete financial picture. This is why we collaborate with the various tax, legal, and other professional advisors with whom you work to ensure that the recommendations we make are aligned with your overall objectives. You can also choose to leverage our extensive network of business alliances and centers of influence. We are happy to arrange an introduction or you are welcome to reach out directly.
Our Partner Affiliations
In addition to the advisors operating under Bartholomew & Company, we are proud to partner with the following independent firms and elevate the service they provide to their clients.
By affiliating with Bartholomew & Company, our partner firms can leverage our compliance, investment, financial planning, marketing, and business development capabilities so that they can focus more of their efforts on what matters most—working closely with their clients.