Bartholomew & Company Wealth Management, LLC

Kyle Swaim is a financial advisor at Bartholomew & Company Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Granite Financial Partners, and Ten Broeck Insurance Group. Outside of his advisory role, he owns New England Trapper, an online clothing sales business, and operates an auto detailing service in Pepperell, MA. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that combine active, passive, and core-satellite strategies, with emphasis on fixed income, municipal bonds, and ESG-oriented approaches.

Christopher Laura Tenecela is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bartholomew, he gained experience at Commonwealth Financial Network and Northeast Bank. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm uses a combination of active, passive, and core-satellite investment strategies, with an emphasis on fixed income, municipal bonds, and ESG-oriented approaches.

Nancy Scott is a CFP® professional with 19 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has been associated with Bartholomew and Company, Inc. and Commonwealth Financial Network since 2006 and 2007, respectively. Her other business activity includes providing fixed insurance services through Bartholomew and Company as an agent. Bartholomew & Company Wealth Management, LLC offers discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with emphasis on short-term, high-grade fixed income, municipal bonds, and ESG-oriented approaches.

Susan Kelley is a financial advisor at Bartholomew & Company Wealth Management, LLC with six years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network, Adams Community Bank, and UniBank for Savings. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds, and offers both Commonwealth- and LPL-sponsored advisory programs.

Kyle Cornell is a financial advisor at Bartholomew & Company Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Commonwealth Financial Network. Bartholomew & Company Wealth Management, LLC serves a mix of institutional clients and individual investors, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process and uses model portfolios blending active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds.

Charles Patterson is a financial advisor at Bartholomew & Company Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has been associated with Bartholomew & Company and Commonwealth Financial Network since 2002. Outside of his advisory work, he is involved in antique sales. Bartholomew & Company Wealth Management, LLC serves a mix of institutional and individual clients, providing discretionary and non-discretionary asset management along with retirement-plan and wealth management consulting. The firm employs an institutional research process with model portfolios combining active, passive, and core-satellite strategies, placing particular emphasis on high-grade fixed income and municipal bonds.

Jonathan Mack is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Morgan Stanley & Co. LLC. Bartholomew & Company Wealth Management, LLC provides asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process with model portfolios that combine active, passive, and core-satellite strategies, focusing on fixed income and municipal bonds, and incorporates ESG-oriented approaches.

Jennifer Moran is a financial advisor at Bartholomew & Company Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services, Inc. prior to joining Bartholomew & Company. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that integrate active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Thomas Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been associated with Bartholomew & Company, Inc. and Commonwealth Equity Services, Inc. since 1994. Outside of his advisory work, he serves as a course instructor for the Massachusetts Collectors & Treasurers Association, teaching topics related to Massachusetts General Law. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process with model portfolios that blend active, passive, and core-satellite strategies, emphasizing fixed income, municipal bonds, and ESG-oriented approaches.

Kathleen Cyganiewicz is a financial advisor at Bartholomew & Company Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked with Commonwealth Financial Network since 2016 and Bartholomew and Company, Inc. since 2016. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process and combines active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds, managing approximately $1.92 billion in discretionary assets.

Allen Dillaire is a CFP® with 27 years of experience in the financial services industry. He is currently with Bartholomew & Company Wealth Management, LLC, where he has worked since 2026, and previously held roles at Commonwealth Financial Network and H.D. Vest Investment Services. Outside of his advisory work, he provides tax preparation and general accounting services in Worcester, MA. Bartholomew & Company Wealth Management, LLC serves a diverse client base including institutional entities and individual investors, offering asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process with model portfolios combining active, passive, and core-satellite strategies, focusing on fixed income and municipal bonds, and integrates ESG-oriented approaches.

James Cushman is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His career includes roles at ClearBridge Investments LLC, Legg Mason & Co LLC, and Invesco AIM Private Asset Management, Inc. He also engages in fixed insurance sales as a secondary business activity. Bartholomew & Company Wealth Management serves a diverse client base including institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and model portfolios that integrate active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds, while offering discretionary asset management and financial planning services.

Peter Mcmanus is a financial advisor at Bartholomew & Company Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Bartholomew & Company in various capacities since 2009. His other business activities include fixed insurance sales conducted at branch. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that combine active, passive, and core-satellite strategies, emphasizing fixed income, municipal bonds, and ESG-oriented approaches.

Hazel Nutt is a CFP® professional with 20 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2006 as well as Bartholomew & Co., Inc. since 2004. Bartholomew & Company Wealth Management, LLC serves institutional clients and individual investors, providing asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process and model portfolios that blend active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Michelle Newcomb is a financial advisor at Bartholomew & Company Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network and Bartholomew & Company since 2011. Outside of her advisory role, she is engaged in direct sales with Mary Kay Cosmetics and works as a motivational and public speaker focusing on personal growth and life balance for women. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bond strategies.