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:
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.
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.
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.
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.