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162 HEART OF THE COMMONWEALTH: Profiles of Excellence W hen it comes to investing, choosing a financial expert to entrust with one's life savings is a tremendous decision. Even more challenging can be finding a local partner with the right mix of services and market intelligence to make the best investment choices. Worcester-based Bartholomew & Company has worked hard to create a reputation for excellence that gives Central Massachusetts residents all the services of a large firm in the comfort of their community. Founded by firm president omas Bartholomew in 1994, the company's early days epitomized the entrepreneurial culture its clients have come to appreciate. Sitting in an empty room with a telephone on his lap, Bartholomew began calling friends, neighbors, business contacts and others to leverage his two plus decades of experience in the investment and banking industries. Despite its humble beginnings, the firm today has over 20 long-tenured employees serving clients across the country. is evolution, Bartholomew notes, is no accident. "Bartholomew & Company is home-spun, yet nationally recognized," he says. "We're winning because of our fiscally conservative strategies and for doing good things for good people." e firm's advisors' approach to managing their clients' assets like an endowment has earned Bartholomew & Company a reputation for integrity and expertise. is has led to recognition from several national finance publications that have consistently ranked the Worcester- based company among the top of various lists of wealth management firms. Despite this attention from finance experts from the world over, the company's ties to Worcester keep it accessible and friendly to even the most budding investors. "I was born here, educated here, started a family and now run a business," notes Bartholomew. "We're in our clients' backyards and heavily involved in the community, but we're always looking to grow our footprint." To do that, Bartholomew & Company actively follows the market to identify new services to offer its customers. With a focus on organic growth, it continues to grow its staff of financial experts to reflect clients' interests in new business areas, such as in the advisory space, while always strengthening its asset management capabilities. As the firm's president notes, its clients are intelligent individuals who didn't accumulate wealth by playing with fire – instead, many took careful steps and the help of Bartholomew & Company to get to where they are today. Its customers are not alone in their satisfaction with Bartholomew & Company. Wayne Bloom is CEO of Commonwealth Financial Network®, the nation's largest, privately held independent broker/dealer and based in Waltham. "Decades of experience supporting high net worth investors, coupled with its extensive expertise in fixed income and traditional investment offerings separate Bartholomew & Company from the competition," says Bloom. Acknowledging Bartholomew's long-standing association with Commonwealth, Bloom is confident that the leadership team of Bartholomew & Company will remain committed for the long-haul by continuing to develop relationships and providing expertise that is as valuable as the investments they manage. Bartholomew & Company, Inc. 370 Main Street, Suite 1000, Worcester, MA 01608 (508) 753-8807 n Bartholomew & Company, Inc. Nationally recognized for its excellence, integrity and expertise, Bartholomew continues to maintain accessibility and friendliness to its clients as it grows in new business areas. P h oto s / e D D C ot e thomas Bartholomew, president Securities and advisor y ser vices offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.