Speakers
Alex Bartholomew, AIF
Senior Vice President
Chief Investment Officer
Bartholomew & Company
Alex Bartholomew is Senior Vice President and Chief Investment Officer of Bartholomew & Company. He is responsible for the internal investment management team, working together to construct and manage portfolios that meet each client’s objectives. Bartholomew & Company, founded in 1994 and headquartered in Worcester, MA, manages approximately $4 Billion in client assets, specializing in holistic wealth management for individual private clients as well as investment management for institutional organizations, both public and private, across New England. Alex was educated at Bryant University in Smithfield, RI where he studied History and Actuarial Mathematics, graduating with a degree in Liberal Arts and then immediately moving on to receive his MBA in Finance. As an active member of the community, Alex is a involved with Ascentria Care Alliance where he sits on the board, the executive committee, and Chairs the finance committee. Additionally, Alex is also involved with the Greater Worcester Community Foundation as a corporator and with the American Antiquarian Society as a member of the Society sitting on the audit and finance committees.