Worcester Office
Amanda joined Bartholomew & Company in 2008 and has been a valued member of the team ever since. She began her career with the firm as an administrative assistant and receptionist, where she served as the first point of contact for clients and visitors while supporting advisors with meeting preparation and day-to-day operations.
Today, as a Client Experience Specialist within the Governments & Institutions Division, Amanda plays a key role in delivering a seamless and responsive client experience. She prepares annual and semiannual reports, supports prospect presentations, and provides day-to-day service to government and institutional clients. Her work includes processing financial transactions—such as wires, EFTs, and checks—with accuracy and efficiency, as well as supporting account setup, maintenance, and reporting. Amanda’s attention to detail and commitment to service help ensure clients receive timely, reliable support.
Outside of work, Amanda enjoys traveling and spending time with family and friends.