Our Municipalities Team

Our Municipalities Team

Specialists in Municipal Financial Management 

With Bartholomew & Company as your municipal investment advisors, you get more than investment experience. Members of our team have served in various municipal-related positions, such as municipal bond underwriting, municipal treasurer, MCTA president, municipal assessor, and municipal collector.

In addition, our team has full knowledge of the Massachusetts List of Legal Investments and the appropriate Massachusetts General Laws that apply to cities and towns.

Click on the image to learn more about our valued team member.

municipal team

 

Alexander Bartholomew

Vice President

Alex joined Bartholomew & Company in late 200, upon completion of graduate school. His initial contributions included assisting with reviewing, updating, and researching clients' portfolios as they pertain to cost basis versus current market value. Once he gained greater understanding of the office dynamic, he was able to add value through process improvement. He has reengineered and maintained the municipal department's in-house reporting process in order to ensure its scalability as the company continues to grow. His most recent endeavors involve assisting representatives in portfolio and investment analysis through the use of asset allocation and performance models, some of which he has developed.

Attending Bryant University over a five-year period, Alex received both his BA in liberal arts and his MBA in finance. He holds FINRA Series 7 and 66 securities registrations as a registered staff member with Commonwealth Financial Network® and is a Level II 2016 candidate in the Chartered Financial Analyst® (CFA®) program.

Thomas J. Bartholomew, AIF®

President

In 1994, with more than two decades of experience in the investment and banking industries, Thomas J. Bartholomew founded Bartholomew & Company, Inc. Today, Tom oversees the day-to-day operations of the company, supported by ten Registered Representatives, three registered assistants, and nine additional support team members.

Prior to joining Commonwealth Financial Network® as an Investment Adviser Representative in 1994, Tom was senior vice president and partner of A.F. Best Securities in Coral Springs, Florida. In 1981, while working at Worcester County National Bank (WCNB), Tom was responsible for all aspects of municipal banking, including business development and financial/fiscal advisory services. After WCNB was absorbed by Shawmut Bank, Tom went on to manage the entire municipal operation for several Massachusetts counties, and he created Shawmut's retail fixed income sales, brokerage, and underwriting operation for Central and Western Massachusetts. From 1977 to 1981, Tom was a licensed insurance and securities representative for New England Mutual Life Insurance Company.

Tom's commitment to his clients and his profession, along with his experience and reputation in the fixed income markets, has not only earned him a loyal clientele among local and regional affluent individuals, but a respectable national recognition as well.

Since 1994, Tom has been a member of Commonwealth's Leaders Club and was the recipient of Commonwealth's Special Service Award in 2000, given to the person who especially embodies the ideals of Commonwealth and best personifies the qualities of leadership. Since 1991, Tom has participated as a guest lecturer at the Massachusetts Collectors and Treasurers Annual School, teaching investment principles to newly elected and appointed treasurers. As a featured presenter at the 2010 Top Independent Advisors Summit, hosted by Barron's magazine, Tom spoke on “Analyzing Risks & Opportunities in the Fixed-Income Market.”

Tom holds FINRA Series 7, 24, 51, 63, and 65 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network. Tom has earned the Accredited Investment Fiduciary® (AIF®) professional designation from fi360 and has received formal training in investment fiduciary responsibility. He was educated at Assumption College, Williams College, and Rutgers University Stonier Graduate School of Banking.

Tom is very active in the community and serves in the following volunteer capacities:

  • Greater Worcester Community Foundation – Member, Investment Committee

  • The Health Foundation of Central Massachusetts – Community member, Investment Committee

  • UMass Medical School/UMass Memorial – Development council member

  • West Boylston Community Club – Member involved with fund-raising

  • Worcester Art Museum – Corporator

In his free time, Tom enjoys playing golf, traveling, and cooking for family and friends. Tom and his wife, Lyn, reside in West Boylston, Massachusetts.

Amanda Cozzolino

Marketing Assistant

Amanda joined Bartholomew & Company in 2008 as administrative assistant/receptionist, greeting callers and visitors to the office, and assisting our advisors with client and prospect meeting preparation.

In January 2014, Amanda joined the municipal team as a marketing assistant, working closely with team members in assisting clients and responding to prospect inquiries. She prepares client reports and presentations and schedules clients’ quarterly and annual appointments with our municipal team. She maintains contact with municipal clients via monthly newsletters and periodic email communications. Amanda is also responsible for the design and production of municipal prospect material. In addition, she assists advisors as needed, processing trade logs, check deposits and answering the telephone.

Amanda is a licensed Zumba® instructor, teaching three classes per week.  She enjoys traveling and spending time with family and friends.

Christopher Davies, AIF®

Vice President

Chris joined Bartholomew & Company, Inc., in March 1998. When Chris first started at the firm, he worked with Tom Bartholomew and Bob Harris as they mentored him on the intricacies and values of owning a fixed income portfolio. Since then, Chris has gained the knowledge and experience necessary to help maintain investment objectives within accounts held by cities and towns.

Chris has the role of assuring that all municipal accounts are reviewed in full on a daily basis. This includes the analysis of each portfolio he monitors for a number of different objectives, including safety, liquidity, and yield, and placing trades that pursue the client's objectives. He also completes most buy and sell trades that are required for each account and confirms that each trade complies with the customer profile that has been established together with Tom, Joshua, and the town treasurer. Chris is also the first internal contact that each client has with Bartholomew & Company. He, along with Terri, handles the original transfer of assets to the town's new account with Bartholomew & Company and Commonwealth Financial Network®. Included in the transfer process is assuring that the full account has transferred in and that all cost basis information is correct in the new account.

Chris is a graduate of the University of Massachusetts Amherst with a BA in prelaw. He has his FINRA Series 7, 63, and 65 securities registrations and is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network.  Chris has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.

Chris serves on the Board of Directors at the Worcester County Food Bank and is currently its treasurer. He is vice-chair on the Board of Governors for the YMCA Greendale Family Branch and is on the Scholarship Committee of the Greater Worcester Community Foundation. He is a member of the Holden Towers Tennis Club, National Ski Patrol Alumni Association, and Petersham Curling Club.

Dory Huard, RICP®, AIF®

Vice President

Dory joins Chuck in responsibility for ensuring that all clients' fiduciary needs are being met. She brings seven years of banking experience and more than 25 years of municipal experience as a treasurer, collector, and assessor to the Bartholomew & Company team.

Prior to joining the company in 2005, Dory was a vice president with Bank of America, serving as a client manager for municipal customers. She worked with more than 150 municipal clients on their cash management and investment needs.

In 1997, Dory was appointed city treasurer/collector in Fitchburg, where she was responsible for the administration and supervision of the receipt, expenditure, and investment of municipal funds, as well as management of the city's public parking.

She has served the town of Paxton since 1987 as elected town collector, assistant treasurer, and treasurer and as an elected member of the Board of Assessors, a position she has held since 1998.

Her professional associations include the Massachusetts Collectors and Treasurers Association (MCTA) as a member and as a director; the Worcester County Treasurers/Collectors Association, where she has served as a past president; the Norfolk County Municipal Finance Officers Association; and the Worcester County Assessors Association.

She is certified as both a Massachusetts municipal treasurer and collector. She has successfully passed the Department of Revenue's Assessment Administration Law and Procedures Evaluation Course 101.

Dory holds FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®. She holds her insurance license in Massachusetts for life, health, variable annuity, and long-term care. She has earned the Retirement Income Certified Professional®(RICP®) designation from The American College of Financial Services® and the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. Dory is a graduate of Anna Maria College.

Brian R. Jamros

Vice President

Bartholomew & Company welcomed Brian in January 2016 as a member of our Municipal Services team, working to meet the needs of our municipal clients.

Brian’s nearly 20 years of experience in the banking industry includes positions as assistant manager and assistant vice president/branch manager at Flagship Bank & Trust Company, and more recently moving from the positions of assistant vice president/branch manager and vice president/government banking sales manager to vice president/municipal sales manager, serving the Massachusetts market.

Brian holds a BS in business administration, management/finance from Worcester State University, and has served as financial counseling director of Connect Community Church from 2008 to present. He has a long history of volunteer and community involvement.

Brian is a resident of Sutton, Massachusetts. He enjoys golf, skiing, and snowboarding, and loves doing life with his wife, Lynn, and their children. 

Michelle Newcomb, AIF®

Vice President

Michelle joins Chuck and Dory on the Municipal Services team in meeting the needs of our municipal clients. She brings with her six years of municipal banking experience as a municipal calling officer and assistant vice president with Rockland Trust Company, where she worked with more than 150 municipal clients. Previously, Michelle held the position of executive assistant to the CFO of Rockland Trust, where she managed shareholder relations for four years.

Michelle is a member of the Massachusetts Collectors and Treasurers Association (MCTA), Plymouth County Collector/Treasurer Association, Norfolk County Municipal Finance Officers Association, and Bristol County Collector/Treasurer Association. 

Michelle holds FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®. She has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. Michelle holds a bachelor's degree from Indiana University.

Chuck Patterson, AIF®

Senior Vice President/COO

Chuck joined Bartholomew & Company in 2002 after nearly 20 years in public municipal service.

As the head of the Municipal Department, Chuck is responsible for ensuring that all clients' fiduciary needs are being met, as well as leading all municipal prospecting endeavors. Chuck assists our municipal clients with law interpretations and procedural policies as they relate to Massachusetts General Laws and Treasurer office operations.

During his 14-year tenure as the treasurer/collector for the Town of Shrewsbury, he had full responsibility for all cash management functions. He implemented the town's current investment policy and managed its $90 million in annual general operating receipts. He participated in numerous borrowings, culminating with the town's largest borrowing ever of more than $62 million in 2001.

He has also served as the treasurer of Tantasqua Regional School District in Sturbridge, a staff accountant for the City of Worcester Treasurer's Office, and a municipal calling officer at Shawmut Bank.

Chuck's numerous professional associations include the Massachusetts Collectors and Treasurers Association (MCTA) and the Worcester County Collectors and Treasurers Association; he is a past president of both organizations. He has also served as a member of the Board of Directors for the Shrewsbury Municipal Employees Federal Credit Union.

In 2015, Chuck was named senior vice president/chief operating officer for Bartholomew & Company. He holds the FINRA Series 7, 24, and 66 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®. Chuck has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. He has certifications as both a treasurer and a collector from MCTA.

Joshua A. Paul, CFP®, AIF®

Senior Vice President

Joshua's main responsibility within the Municipal Department is to convey the economic thought, macro investment themes, and investment structure of our portfolios to specific client relationships. He works with Bartholomew & Company's Investment Team to ensure each account is structured to attain the goals and objectives set forth by the client and, when appropriate, the client's investment committee. Joshua is also responsible for ongoing individual security review and is part of the team that determines overall macro asset allocation targets.

Prior to joining Bartholomew & Company in 1995, Joshua was employed by Bear Stearns Companies, Inc., Boston and Cape Cod Bank & Trust Company (CCB&T), Hyannis.  In 1994, before entering his senior year of college, Joshua earned his FINRA Series 7 securities registration while working at CCB&T and two additional part-time positions. Currently, Joshua holds FINRA Series, 7, 24, 63, and 65 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®.

Joshua is a CERTIFIED FINANCIAL PLANNERTM professional and has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility. A graduate of Boston College Carroll School of Management with a BS in finance, Joshua also studied at the London School of Economics. He has been named a FIVE STAR Wealth ManagerSM for 2010, 2011, and 2015, as published in Boston magazine.

In his free time, Joshua volunteers as a member of the Scholarship Committee for the Greater Worcester Community Foundation and as a coach for his children's sports teams. He enjoys spending time with family, playing golf, visiting warm climates, and traveling to Cape Cod, where he lived for nearly 20 years.  Joshua resides in Groton, Massachusetts, with his wife and three children.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Terese Serra

Registered Assistant

Terri joined our team in October 2009, bringing with her more than 14 years of financial services, project management, and client support experience. Terri is responsible for providing day-to-day support to our municipal clients, including timely and accurate processing of financial transfers, wires, EFTs, and check services. She also provides broker administration support such as new account setup, account changes, and assisting with monthly and quarterly accounting reports.

Terri holds FINRA Series 6, 26, and 63 securities registrations, and is a graduate of Worcester State College with a bachelor's degree in business administration. Terri lives in Northboro with her husband and daughter.