Private Wealth Management

     

    Team Page- thomas-bartholomew

    Thomas J. Bartholomew, AIF®

    President, CEO

    Wealth Advisor

    Team Page- joshua-paul

    Joshua A. Paul, CFP®, AIF®

    Senior Vice President

    Wealth Advisor

    Team Page- james-cushman

    James W. Cushman, AIF®

    Vice President

    Director of Business Development

    Wealth Advisor

    Team Page- Dory-Huard

    Dory Huard, RICP®, AIF®

    Vice President

    Wealth Advisor

    Team Page- peter-mcmanus

    Peter C. McManus, AIF®, CPFA

    Vice President

    Wealth Advisor

    Team Page- jen-moran

    Jennifer E. Moran

    Vice President

    Wealth Advisor

    Team Page- nancy-scott

    Nancy L. Scott, RICP®, AIF®

    Vice President

    Wealth Advisor

    Team Page- jaret-petruzzelli

    Jaret Petruzzelli, AIF®, CPFA

    Retirement Plan Consultant

    Wealth Advisor

    Team Page- ashley-riley

    Ashley Riley, AIF®

    Financial Planning Consultant

    Wealth Advisor

    Team Page- New Team Member

    William K. Ryan, APMA®

    Wealth Advisor

    Team Page- hazel-Nutt

    Hazel Nutt

    Executive Assistant to the President

    Team Page- michele-renaud-ingel

    Michele A. Renaud-Ingel

    Senior Client Service Representative

    Benefits Coordinator

    Team Page- regina-pranckevicius

    Regina V. Pranckevicius

    Senior Client Service Representative

    Registered Assistant

    Team Page- sunshine-marsh

    Sunshine L. Marsh

    Senior Client Service Representative

    Team Page- tammy-waltzman

    Tammy Waltzman

    Client Service Associate

     

     

    Government & Institutional Division

     

    Team Page- charles-patterson

    Chuck Patterson, AIF®

    Senior Vice President

    Chief Operations Officer

    Team Page- brian-jamros

    Brian R. Jamros

    Vice President

    Financial Advisor

    Team Page- michelle-newcomb

    Michelle Newcomb, AIF®

    Vice President

    Financial Advisor

    Team Page- susan-kelley

    Susan E. Kelley

    Vice President

    Financial Advisor

    Team Page- terese-serra

    Terese Serra

    Senior Client Service Representative

    Registered Assistant

    Team Page- amanda-cozzolino

    Amanda Cozzolino

    Client Service Associate

    Team Page- inge-vervoort

    Inge Vervoort

    Client Service Associate

    Team Page- brianna-ellis

    Brianna Ellis

    Client Service Associate

     

    Investment Management

     

    Team Page- alexander-bartholomew

    Alexander C. Bartholomew, AIF®

    Senior Vice President

    Chief Investment Officer

    Team Page- kyle-cornell

    Kyle Cornell, AIF®

    Senior Financial Analyst

    Team Page- Dylan Delaney

    Dylan Delaney

    Financial Analyst

    Team Page- sufian-daya

    Sufian Daya

    Financial Analyst

     

    Administrative

     

    Team Page-tonya-carpenter

    Tonya Carpenter

    Receptionist

     

     

    Finance and Marketing

     

    Team Page- megan-granger

    Megan Granger, CPA

    Chief Financial Officer

    Team Page- suzanne-pisinski

    Suzanne M. Pisinski

    Marketing Manager

     

    Our Team- Our Partner Affiliations

    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.

    Learn More