A complete list of active advisors currently associated with Bartholomew & Company Wealth Management, LLC

Warmer can help you find a great advisor at Bartholomew & Company Wealth Management, LLC or one who fits your needs even better.

Bartholomew & Company Wealth Management, LLC provides discretionary and non‑discretionary asset management and financial planning to a mix of institutional clients (trusts, municipalities, foundations, endowments, and non‑profits) and individual investors, and offers retirement‑plan consulting, plan participant consulting, and wealth management consulting. The firm also makes Commonwealth‑ and LPL‑sponsored advisory programs and variable annuity subaccount management available to clients. Advisors implement an institutional research process and firm‑developed model portfolios that combine active, passive, and core‑satellite strategies, with particular emphasis on short‑term, high‑grade fixed income and municipal bond strategies and available ESG‑oriented approaches. Accounts are generally monitored on an ongoing basis, clients commonly grant discretionary trading authority, and advisors meet with clients at least annually to review holdings and objectives. The brochure notes that Bart & Co. WM was newly registered as an SEC adviser in 2026 while continuing an advisory practice that dates to 1994, and it reports approximately $1.92 billion in discretionary AUM managed by a relatively small advisory team — a setup that concentrates AUM per advisor and accompanies a planned transition of Commonwealth programs to LPL in November 2026. The firm also discloses advisors’ dual roles as broker‑dealer representatives and insurance agents and a range of custodial and platform arrangements (NFS/Fidelity/Schwab and anticipated LPL relationships), operational features the firm identifies as creating specific conflicts it seeks to manage.

To learn more about the advisors currently working at Bartholomew & Company Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Bartholomew & Company Wealth Management, LLC's office locations.

Name	Location	Years of experience
Alexander Bartholomew	Worcester, MA	15
Thomas Bartholomew	Jupiter, FL	41
Devon Cooney	Worcester, MA	19
Kyle Cornell	Worcester, MA	8
James Cushman	Worcester, MA	33
Kathleen Cyganiewicz	Worcester, MA	9
Allen Dillaire	Worcester, MA	27
Michelle Fuller	Worcester, MA	22
Heather Girolamo	Worcester, MA	22
Louise Henningsson	Worcester, MA	0
Susan Kelley	Lee, MA	6
Christopher Laura Tenecela	Worcester, MA	1
Jonathan Mack	Worcester, MA	19
Tara Mcdermott	Worcester, MA	28
Peter Mcmanus	Worcester, MA	41
Jennifer Moran	Worcester, MA	21
Michelle Newcomb	Worcester, MA	15
Hazel Nutt	Worcester, MA	20
Charles Patterson	Worcester, MA	24
Joshua Paul	Worcester, MA	31
William Ryan	Worcester, MA	25
Nancy Scott	Worcester, MA	19
Kyle Swaim	Worcester, MA	4

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