Bartholomew & Company of Worcester was one of 60 financial advisor teams in America named to the Winner’s Circle by Research Magazine, the second year in a row the firm has earned the honor.
The Winner’s Circle award named Thomas Bartholomew, Robert Harris, Joshua Paul, and Charles Patterson in the vertical team division, the same group that won the award in 2005.Â
Thousands of financial professionals were nominated. Winner’s Circle nominees are evaluated against numerous criteria, including assets under management, regulatory history, and interviews with advisors.Â
The Winner’s Circle is an independent organization that advocates best practices for financial advisors.
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