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wbjournal.com | October 28, 2024 | Worcester Business Journal 73 B artholomew & Company is pleased to celebrate its 30th anniversary alongside the Worcester Business Journal's 35th. e Worcester- based financial services firm has been an important part of the Central Massachusetts business community throughout the years. e firm established itself by helping to provide financial security for individuals, equipping governments, businesses, and institutions for the future, and serving the community through partnerships with crucial nonprofit organizations. Following his entrepreneurial vision, President & CEO omas Batholomew founded the organization in 1994 aer gaining twenty years of financial services experience. Today, the firm employs thirty-four people, has a branch office in Framingham, and as of August 30, 2024, has over $5 billion in assets under advisement, including $3 billion in institutional assets. Over the years, Bartholomew & Company caught the attention of prominent publications like Forbes, Barron's and Boston magazine. Its people collected a number of awards throughout the past two decades, including Tom Bartholomew being named one of the top 100 advisors in the nation by Barron's in 2024 and one of the best in-state wealth advisors 2018-2024 by Forbes. e firm's success is built on its guiding principles: to provide professional and exceptional service to its clients while also providing a supportive environment where all employees can thrive and contribute to the wellness of our community. As a team, we exercise due diligence in the selection of assets and the construction of portfolios to create solutions with the appropriate risk exposure consistent with each client's individual goals and objectives. Success is not measured solely in dollars or accolades. Members of Bartholomew & Company know the value of being a good community partner and can regularly be seen volunteering with organizations throughout the area. omas Bartholomew serves as Chair of the Greater Worcester Community Foundation's Board of Directors, an organization which distributed $8.9 million to local organizations in the year ending Dec. 31, 2023. He and Alex Bartholomew serve as corporators of the organization. Vice President Kathleen Glowacki serves on the Board of Directors for the Boys & Girls Club of Worcester. e firm supports a range of cultural and community organizations in Worcester including the Worcester Art Museum, e Hanover eatre, the Worcester Public Library, Preservation Worcester, and the YMCA of Central Massachusetts, to name a few. Moving forward, Bartholomew & Company looks to build on the success of the past 30 years, as well as continue to benefit the community where its contributions are sure to be felt for well beyond the next 30 years. • 2024 Barron's Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's fu- ture performance. Your experience may vary. For more information, visit https:// tinyurl.com/4uy89wxt • 2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm n 370 Main Street, Suite 1000 Worcester, MA 01608 508.753.8807 Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Bartholomew & Company Special Advertising Section