Worcester Business Journal

wbjournal.com | June 22, 2026 | Worcester Business Journal 3 BY ERIC CASEY WBJ Managing Editor A lex Bartholomew has been named CEO of Worcester-based wealth management firm Bartholomew & Co., taking over for his father, Founder and Chairman Tom Bartholomew. "In many ways, I've been preparing my whole career for this opportunity," Alex Bartholomew said. "I've learned everything from client interactions to operations to markets investment portfolios. at gives me that full- picture context to be able to lead the company." e transition will see Alex retain his title as chief investment officer, while Tom will continue to serve as lead advisor to his clients and be involved in strategic decision making, the company announced June 11. Alex joined the firm in 2009 aer receiving an MBA from Bryant University in Rhode Island, according to his LinkedIn profile, later taking on the titles of vice president in 2013 and senior vice president, chief investment officer in 2018. e company will continue to grow under his watch, he said. "We've been doing a lot of really important strategic hiring and setting the company up for future growth," Alex Bartholomew said. "We're really excited at the direction the firm is going." e firm manages nearly $6 billion in private wealth and institutional business assets, with Tom Bartholomew named by Barron's as one of the Top 100 Financial Advisors in 2025 and 2026. "is transition reflects years of planning and a shared commitment to the values that have guided our firm since its founding," Tom Bartholomew said in the announcement. "Alex is an exceptional leader, and I have complete confidence in his ability to lead Bartholomew & Co. into its next chapter." Founded in 1994, the firm is based in the Guaranty Building at 370 Main St. in Downtown Worcester, with an additional office in Framingham. CCC culture "It's time of change like this that presents an opportunity to say 'Are there things we can do differently or better this internally in the agency?' But this is critically important, because the work that we do here, internally, helps support all the things we do externally." Chris Harding, newly appointed chair of the Massachusetts Cannabis Control Commission, on the need to improve the inter- nal culture at the regulatory agency based in Worcester. Route 2 problems "I know we've got to work on Route 2 and making that faster. I'm not even driving a lot these days, and I find it aggravating." Gov. Maura Healey, in her keynote address to the North Central Massachusetts Chamber of Commerce on June 11, acknowledging the need for improvements on the region's main artery. Nichols-Anna Maria "The proposal is intended to preserve an important regional pipeline for fire and emergency management professionals across New England." Nichols College President Bill Pieczynski, on a proposal for the Dudley school to take over the several academic programs from the now-closed Anna Maria College, in areas of study like fire science, emergency management, and criminal justice. Next generation takes the helm at Bartholomew & Co. W PHOTO | COURTESY OF BARTHOLOMEW & CO. Tom (left) and Alex Bartholomew

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