Thomas Bartholomew

 

thomas-bartholomew
 

 

Thomas Bartholomew, AIF®
President & CEO
[email protected]


In 1994, after garnering more than two decades of experience in the investment and banking industries, Tom founded Bartholomew & Company, bringing his entrepreneurial vision to life. Today, that vision has grown into a thriving team of private wealth management and government and institutional investment professionals—with 14 Investment Adviser Representatives, 5 registered staff members, and 11 additional support team members, collectively advising over $2.6 billion in client assets.*

Prior to joining Commonwealth Financial Network® as an Investment Adviser Representative in 1994, Tom was senior vice president and partner of A.F. Best Securities in Coral Springs, Florida. In 1981, while working at Worcester County National Bank (WCNB), Tom was responsible for all aspects of municipal banking, including business development and financial/fiscal advisory services. After WCNB was absorbed by Shawmut Bank, Tom went on to manage the entire municipal operation for several Massachusetts counties, and he created Shawmut’s retail fixed income sales, brokerage, and underwriting operation for Central and Western Massachusetts. From 1977 to 1981, Tom was a licensed insurance and securities representative for New England Mutual Life Insurance Company.

In 2020, Tom was the recipient of Commonwealth’s Special Service Award, which honors an individual or team that especially embodies the ideals of Commonwealth and best personifies the qualities of leadership. Tom has also been recognized as a Chairman’s Level advisor in 2018, 2019, and 2020—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.** Prior to that, he was a member of Commonwealth’s Leaders Club every year from 1994 to 2017. See a more complete list of Tom’s recent industry awards and recognitions here.

Tom holds FINRA Series 7, 24, 51, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network. In addition, Tom has earned the Accredited Investment Fiduciary® professional designation from Fi360 and has received formal training in investment fiduciary responsibility. He was educated at Assumption College, Williams College, and Rutgers University Stonier Graduate School of Banking.

Tom is very active in the community and serves in the following volunteer capacities:

  • Greater Worcester Community Foundation—Treasurer and Member, Executive Committee
  • Hanover Theatre for the Performing Arts —Member, Board of Directors
  • Health Foundation of Central Massachusetts—Community Member, Investment Committee
  • Worcester Art Museum—Corporator

In his free time, Tom enjoys playing golf, traveling, and cooking for family and friends. Tom and his wife, Lyn, reside in West Boylston, Massachusetts.

 

Location: Worcester Office

 

 

*As of March 31, 2020.

Chairmans_seal
 

**Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.