Financial Analyst, Investment Management
Grounded in Relationships, Driven by Purpose
Sufian joined Bartholomew & Company’s Investment Management team in 2022. As a financial analyst, he supports the team primarily in the areas of daily cash management, portfolio rebalancing, asset allocation recommendations, and ad hoc research and reporting.
Prior to joining the company, Sufian earned his BS in business administration from Babson College, with a concentration in finance. Prior to joining the team, Sufian was a private investment portfolio associate for a real estate administration company.
In his free time, he enjoys traveling, basketball, trying new restaurants, and going to the beach.