Private Wealth Management

     

    Wealth Advisor Thomas J. Bartholomew

    Thomas J. Bartholomew, AIF®

    President, CEO

    Wealth Advisor

    Wealth Advisor Joshua A. Paul

    Joshua A. Paul, CFP®, AIF®

    Senior Vice President

    Wealth Advisor

    Wealth Advisor James W. Cushman

    James W. Cushman, AIF®

    Vice President

    Director of Business Development

    Wealth Advisor

    Wealth Advisor Peter C. McManus

    Peter C. McManus, AIF®, CPFA

    Vice President

    Wealth Advisor

    Wealth Advisor Jennifer E. Moran

    Jennifer E. Moran

    Vice President

    Wealth Advisor

    Wealth Advisor Nancy L. Scott

    Nancy L. Scott, CFP®, RICP®, AIF®

    Vice President

    Wealth Advisor

    Wealth Advisor Ashley Riley

    Ashley Riley, AIF®

    Financial Planning Consultant

    Wealth Advisor

    Wealth Advisor William K. Ryan

    William K. Ryan, APMA®

    Wealth Advisor

    Executive Assistant to the President Hazel Nutt

    Hazel Nutt

    Executive Assistant to the President

    Benefits Coordinator Michele A. Renaud-Ingel

    Michele A. Renaud-Ingel

    Senior Client Service Representative

    Benefits Coordinator

    Registered Assistant Regina V. Pranckevicius

    Regina V. Pranckevicius

    Senior Client Service Representative

    Registered Assistant

    Senior Client Service Representative Sunshine L. Marsh

    Sunshine L. Marsh

    Senior Client Service Representative

    Team Page- New Team Member

    Karolina Angelou

    Client Service Associate

    Team Page- New Team Member

    Angel Felice

    Client Service Associate

    Client Service Associate Tammy Waltzman

    Tammy Waltzman

    Client Service Associate

    Government & Institutional Division

     

    Chief Operations Officer Chuck Patterson

    Chuck Patterson, AIF®

    Senior Vice President

    Chief Operations Officer

    Financial Advisor Brian R. Jamros

    Brian R. Jamros

    Vice President

    Financial Advisor

    Financial Advisor Michelle Newcomb

    Michelle Newcomb, AIF®

    Vice President

    Financial Advisor

    Financial Advisor Susan E. Kelley

    Susan E. Kelley

    Vice President

    Financial Advisor

    Registered Assistant Terese Serra

    Terese Serra

    Senior Client Service Representative

    Registered Assistant

    Client Service Associate Amanda Cozzolino

    Amanda Cozzolino

    Client Service Associate

    Client Service Associate Brianna Ellis

    Brianna Ellis

    Client Service Associate

    Client Service Associate Inge Vervoort

    Inge Vervoort

    Client Service Associate

     

    Investment Management

     

    Chief Investment Officer Alexander C. Bartholomew

    Alexander C. Bartholomew, AIF®

    Senior Vice President

    Chief Investment Officer

    Senior Financial Analyst Kyle Cornell

    Kyle Cornell, AIF®

    Senior Financial Analyst

    Financial Analyst Dylan Delaney

    Dylan Delaney

    Financial Analyst

    Team Page- New Team Member

    Christopher Laura Tenecela

    Financial Analyst

     

    Administrative

    Team Page- New Team Member
     

    Lynn Moore

     

    Receptionist

     

     

    Finance and Marketing

     

    Chief Financial Officer Megan Granger

    Megan Granger, CPA

    Chief Financial Officer

    Marketing Manager Suzanne M. Pisinski

    Suzanne M. Pisinski

    Marketing Manager

     

    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:

    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.

    Learn More

    Woman taking down notes at her desk.
    Team of associates collaborating in the workplace.

    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