Team

Private Wealth Management

thomas-bartholomew

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

robert-harris

Robert J. Harris
Senior Vice President
Municipal Bond Analyst

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

ashley-riley

Ashley Riley
Financial Planning Consultant
Wealth Advisor

donald-anderson

Donald Anderson
Wealth Advisor

marcia-sullivan

Marcia A. Sullivan, CFP^®
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

terese-serra

Terese Serra
Senior Client Service Representative
Registered Assistant

amanda-cozzolino

Amanda Cozzolino
Project Coordinator

Investment Management

alexander-bartholomew

Alexander C. Bartholomew
Senior Vice President
Chief Investment Officer

kathleen-glowacki

Kathleen J. Glowacki
Senior Financial Analyst
Financial Advisor

kyle-cornell

Kyle Cornell
Senior Financial Analyst

jaret-petruzzelli

Jaret Petruzzelli
Financial Analyst

Administrative

brianna-benoit

Brianna Benoit
Administrative Assistant

kay-holm

Kay Holm
Office Services Assistant

inge-vervoort

Inge Vervoort
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.