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

 

ashley-riley
 

Ashley Riley, AIF®
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
Financial Advisor

 

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
Director
Investment Management Dept.

 

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.

VIEW