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!
Joshua A. Paul, CFP®, AIF®
Managing Director, Private Wealth Management
Sr. Wealth Advisor
Michelle M. Fuller, CIMA®, CEPA®
Managing Director, Strategy & Operations
Sr. Wealth Advisor
James W. Cushman, AIF®
Vice President
Director of Business Development
Sr. Wealth Advisor
Jonathan S. Mack, CRPS®, AIF®
Director of Retirement Plan Consulting
Sr. Wealth Advisor
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. Please contact your advisor to arrange an introduction.
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.