What departments does Bartholomew & Company have?

Bartholomew & Company has employees across 3 departments including Finance, Analytics, Consultant.

What is the largest department at Bartholomew & Company?

The largest department at Bartholomew & Company is Finance with 2 employees.

Where are Bartholomew & Company employees located globally?

Bartholomew & Company has employees across 3 continents and 3 countries including Nigeria, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Bartholomew & Company's team size changed over time?

Bartholomew & Company's team has grown from approximately 18 to 19 employees based on available data.

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Bartholomew & Company Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Bartholomew & Company provides independent, personalized financial planning and investment guidance. It aims to help clients navigate decisions across every phase of life with strategies tailored to individual needs. Securities and advisory services are offered through Commonwealth Financial Network, a FINRA/SIPC-member Registered Investment Adviser, situating the firm within a broader broker-dealer and advisory network.

Headquartered in Worcester, Massachusetts, the firm operates as an independent wealth manager and institutional investment adviser serving clients across the United States. In June 2026, Bartholomew & Company announced a leadership transition with Alex Bartholomew named chief executive officer. Several of its advisors were recognized with the Five Star Wealth Manager award in 2026, reflecting industry acknowledgment of the team.

Bartholomew & Company Global Highlights

North America
48

United States Of America
48

Africa
1

Nigeria
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Bartholomew & Company's Leadership

M. G.
Chief Financial Officer
Mobile Phone
Email
C. P.
Head Of The Municipal Department
Mobile Phone
Email
H. K.
Executive Assistant To President
Mobile Phone
Email
R. W.
Partner
Mobile Phone
Email
J. P.
Cfp®, Aif®, Senior Vice President
Mobile Phone
Email
R. H.
Senior Vice President
Mobile Phone
Email
K. C.
Senior Financial Analyst
Mobile Phone
Email
M. R.
Senior Client Service Representative
Mobile Phone
Email

Bartholomew & Company Employee Metrics

100%

50%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other
Entrepreneurship

Contact profiles from Bartholomew & Company

Name

Title

Contact Info

Location

Last Update

A. R.
Financial Planning Consultant
Mobile Phone
Email
Jun 08, 2026
R. P.
Registered Assistant At Bartholomew And Co. Inc
Mobile Phone
Email
May 06, 2024

Frequently Asked Questions

What is Bartholomew & Company known for?

Bartholomew & Company was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-508-753-****

. Explore Bartholomew & Company's company overview page for more information.

What is Bartholomew & Company's most common email format?

Bartholomew & Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bartholomew & Company email formats with LeadIQ.

How many employees does Bartholomew & Company have currently?

Bartholomew & Company has approximately 30 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Bartholomew & Company's key employees and leadership?

As of July 2026, Bartholomew & Company's key employees include:

Chief Financial Officer: M. G.
Head Of The Municipal Department: C. P.
Executive Assistant To President: H. K.
Partner: R. W.
Cfp®, Aif®, Senior Vice President: J. P.

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Bartholomew & Company Employee Directory

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