40 under Forty 2020: Alex Bartholomew
Photo: Matthew Wright
Alex Bartholomew
- Title: Senior vice president & chief investment officer
- Company: Bartholomew & Company, Inc., in Worcester
- Residence: Holden
- Birthplace: Worcester
- College: Bryant University
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In the decade-plus Alex Bartholomew has been at Bartholomew & Co., the financial and investment planning firm’s client assets have ballooned by more than $2 billion and the employee count has more than doubled. Bartholomew plays a critical role: he’s the senior vice president and chief investment officer, holding both of those roles since 2018 after a series of promotions.
In his early years with the firm, Bartholomew did everything from building a proprietary accounting report engine for institutional clients to managing the firm’s information technology systems. His foundation began at Bryant University, where he earned his undergraduate and MBA degrees, and he hasn’t forgotten it. Bartholomew serves on Bryant’s Advisory Council to the College of Arts and Sciences, working to promote the benefits of being a liberal arts major at what has traditionally been a business school. His charitable work includes the Greater Worcester Community Foundation, and he serves on Preservation Worcester’s endangered structures committee. In that role, he helps the preservation group comb the city for every building more than 50 years old and identify those most in danger of the wrecking ball.
If you could spend 24 hours only in one city, where would you go? I would love to spend another day in London, where I had an archeological internship in college.
What was your hardest career achievement? Growing into a manager and leader people can rely on.
What will the statue they build of you say? Always do the right thing, for no other reason than it simply is the right thing to do.
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