<strong>Our Team</strong>

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

Thomas Bartholomew Headshot
Thomas J. Bartholomew, AIF®

President, CEO

Wealth Advisor

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Joshua Paul Headshot
Joshua A. Paul, CFP®, AIF®

Senior Vice President

Wealth Advisor

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James Cushman Headshot
James W. Cushman, AIF®

Vice President

Director of Business Development

Wealth Advisor

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Peter McManus Headshot
Peter C. McManus, AIF®, CPFA

Vice President

Wealth Advisor

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Jennifer Moran Headshot
Jennifer E. Moran

Vice President

Wealth Advisor

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Nancy Scott Headshot
Nancy L. Scott, CFP®, RICP®, AIF®

Vice President

Wealth Advisor

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Ashley Riley Headshot
Ashley Riley, AIF®

Financial Planning Consultant

Wealth Advisor

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William Ryan Headshot
William K. Ryan, APMA®

Wealth Advisor

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Hazel Nutt Headshot
Hazel Nutt, CFP®

Executive Assistant to the President

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Michele Renaud-Ingel Headshot
Michele A. Renaud-Ingel

Senior Client Service Representative

Benefits Coordinator

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Regina Pranckevicius Headshot
Regina V. Pranckevicius

Senior Client Service Representative

Registered Assistant

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Sunshine Marsh Headshot
Sunshine L. Marsh

Senior Client Service Representative

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Karolina Angelou Headshot
Karolina Angelou

Client Service Associate

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Angel Felice Headshot
Angel Felice

Client Service Associate

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Tammy Waltzman Headshot
Tammy Waltzman

Client Service Associate

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Government & Institutional Division

Chuck Patterson Headshot
Chuck Patterson, AIF®

Senior Vice President

Chief Operations Officer

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Brian Jamros Headshot
Brian R. Jamros

Vice President

Financial Advisor

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Michelle Newcomb Headshot
Michelle Newcomb, AIF®

Vice President

Financial Advisor

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Susan Kelley Headshot
Susan E. Kelley

Vice President

Financial Advisor

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Amanda Cozzolino Headshot
Kathleen J. Glowacki, AIF®

Vice President

Financial Advisor

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Terese Serra Headshot
Terese Serra

Senior Client Service Representative

Registered Assistant

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Amanda Cozzolino Headshot
Amanda Cozzolino


Client Service Associate

 

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Susan Kelley Headshot
Brianna Ellis


Client Service Associate

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Terese Serra Headshot
Inge Vervoort


Client Service Associate

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Investment Management

Brianna Ellis Headshot
Alexander C. Bartholomew, AIF®


Senior Vice President

Chief Investment Officer

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Inge Vervoort Headshot
Kyle Cornell, AIF®


Director of Research and Trading

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Dylan Delaney Headshot
Dylan Delaney

Financial Analyst

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Christopher Tenecela Headshot
Christopher Laura Tenecela

Financial Analyst

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Administrative

Finance and Marketing

Megan Granger Headshot
Megan Granger, CPA

Chief Financial Officer

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Suzanne Pisinski Headshot
Suzanne M. Pisinski

Marketing Manager

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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:

Worcester Preservation

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.

Hanover Theatre

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.

Ecotarium Museum

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

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.

Worcester Art Museum

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.

Worcester Public Library

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.

Greater Worcester Community Foundation

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.

<strong>Our Industry Partners</strong>

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.

<strong>&#160;Our Partner Affiliations</strong>

 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.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010


Joshua A. Paul, Senior Vice President, CFP®, AIF®

Five Star Wealth Manager
Boston Magazine 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit Five Star Professional.