Thomas Bartholomew Attends Prestigious Chairman’s Retreat 2017
Worcester, MA (April 12, 2017)—Thomas J. Bartholomew, AIF®, president of Bartholomew & Company in Worcester, Massachusetts, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, March 13–16, 2017, in Sea Island, Georgia. Chairman’s Retreat—Commonwealth’s highest level of recognition based on a ranking of annual production among the broker/dealer–RIA’s advisor network—is an intensive learning and networking experience designed to support the firm’s elite advisors.
The theme, “Pivoting Your Business,” extended throughout the three-day conference, encouraging advisors to explore strategies for evolving their vision, building on what works well, and making the next critical moves to propel new growth. Chairman’s Retreat 2017 offered thought-provoking sessions led by business owners, industry leaders, and Commonwealth’s senior staff, providing attendees with valuable insight in the areas of leadership, strategic growth, flexibility, and extraordinary service. Portions of the retreat were dedicated to collaborating with peers through advisor networking roundtables.
“Chairman’s Retreat offers some of our industry’s most seasoned and successful advisors the opportunity to come together for a three-day experience, allowing them to reflect on the successes that have brought them to this point and ponder their next level of growth,” said Peter Wheeler, vice chairman of Commonwealth and host of this year’s retreat. “Advisors who participate in Chairman’s Retreat are driven, accomplished independent advisors who run their business with their clients’ best interests in mind. The strategies explored during this conference will provide Tom with concrete takeaways to leverage his strengths and continue to evolve his practice, all while maintaining his laser focus on service excellence.”
Bartholomew had the exclusive opportunity to engage with influential professionals, who represented a broad spectrum of backgrounds and expertise, including David Yoffie, professor, International Business Administration, Harvard Business School; Nicholas Burns, professor, practice of diplomacy and international relations, John F. Kennedy School of Government, Harvard Kennedy School; Jurrien Timmer, director of global macro, Fidelity Investments; Gene Ellison, Commonwealth advisor and B.A.S.S. and FLW professional tournament angler; Julia Preston, former New York Times national correspondent, contributing writer to The Marshall Project; and Michael LaBranche, CIO, Battery Park Capital.
Bartholomew said, “Chairman’s Retreat is an all-around invigorating experience for me—pausing from the normal day to day allows me to think critically and strategically about long-term goals for my business and my clients. Connecting with like-minded peers and engaging with industry executives challenged me to find new ways to strengthen the core of my practice and deepen my relationships with my valued clients. I bring a renewed sense of passion and purpose back to Bartholomew & Company, and I remain as dedicated as ever to providing my clients with unparalleled service.”