Four Advisors of Bartholomew & Company Earn FIVE STAR Wealth ManagerSM Award

Worcester, Massachusetts (February 1, 2015)—Bartholomew & Company, a premier wealth management firm in Worcester, Massachusetts, today announces that four of its advisors have been named 2015 Five Star Wealth Managers* by Boston Magazine for overall client satisfaction. They are Thomas J. Bartholomew, President; Chuck Patterson, Sr. Vice President/Chief Operations Officer; Joshua Paul, Sr. Vice President and Dory Huard, Vice President. Less than 23% of wealth managers in Massachusetts were named to the list.

“This award speaks volumes—not only to the caliber of Bartholomew & Company’s practice, but also to the quality of work and personalized attention these advisors put in to their clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s independent broker/dealer-RIA. Tom, Chuck, Joshua and Dory are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”

The 2015 Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.

As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. The 2015 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.

 

Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visitwww.fivestarprofessional.com.
 
Five Star 2015

 

Joshua Paul, Tom Bartholomew, Dory Huard, Chuck Patterson