Private Wealth Management

    thomas-bartholomew
     

    Thomas J. Bartholomew, AIF®
    President, CEO
    Wealth Advisor

     

    joshua-paul
     

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

    james-cushman
     

    James W. Cushman, AIF®
    Vice President
    Director of Business Development

     

    dory-huard
     

    Dory Huard, RICP®, AIF®
    Vice President
    Wealth Advisor

     

    peter-mcmanus
     

    Peter C. McManus, AIF®
    Vice President
    Wealth Advisor

     

    jennifer-moran
     

    Jennifer E. Moran
    Vice President
    Wealth Advisor

     

    john-moran
     

    John F. Moran
    Vice President
    Wealth Advisor

     

    nancy-scott
     

    Nancy L. Scott, RICP®, AIF®
    Vice President
    Wealth Advisor

     

     

     

    george-vogel
     

    George E. Vogel, ChFC®, MSFS, AIF®
    Vice President, Employee Benefits
    Wealth Advisor

     

    ashley-riley
     

    Ashley Riley, AIF®
    Financial Planning Consultant
    Wealth Advisor

     

    William K. Ryan, APMA®
    Wealth Advisor

     

    hazel-kirrane
     

    Hazel Kirrane
    Executive Assistant to President

     

    michele-renaud-ingel
     

    Michele A. Renaud-Ingel
    Senior Client Service Representative
    Benefits Coordinator

     

    regina-pranckevicius
     

    Regina V. Pranckevicius
    Senior Client Service Representative
    Registered Assistant

     

     

    sunshine-marsh
     

    Sunshine L. Marsh
    Senior Client Service Representative

     

     

     

    Government & Institutional Division

    charles-patterson
     

    Chuck Patterson, AIF®
    Senior Vice President
    Chief Operations Officer

     

    brian-jamros
     

    Brian R. Jamros
    Vice President
    Financial Advisor

     

    michelle-newcomb
     

    Michelle Newcomb, AIF®
    Vice President
    Financial Advisor

     

    susan-kelley
     

    Susan E. Kelley
    Vice President
    Financial Advisor

     

    terese-serra
     

    Terese Serra
    Senior Client Service Representative
    Registered Assistant

     

    amanda-cozzolino
     

    Amanda Cozzolino
    Project Coordinator

     

    inge-vervoort
     

    Inge Vervoort
    Administrative Assistant

     

     

     

    Investment Management

    alexander-bartholomew
     

    Alexander C. Bartholomew
    Senior Vice President
    Chief Investment Officer

     

    kathleen-glowacki
     

    Kathleen J. Glowacki
    Director
    Investment Management Dept.

     

    kyle-cornell
     

    Kyle Cornell
    Senior Financial Analyst

     

    jaret-petruzzelli
     

    Jaret Petruzzelli
    Financial Analyst

     

     

     

    Administrative

    brianna-benoit
     

    Brianna Ellis
    Administrative Assistant

     

    tammy-waltzman
     

    Tammy Waltzman
    Administrative Support Associate

     

     

    Finance and Marketing

    megan-granger
     

    Megan Granger, CPA
    Chief Financial Officer

     

    suzanne-pisinski
     

    Suzanne M. Pisinski
    Marketing Manager

     

     

    Our Partner Affiliations

    In addition to the advisors operating under the Bartholomew & Company brand, we are proud to help the following independent firms 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.

    VIEW