Alex became senior vice president and chief investment officer of Bartholomew & Company in January 2018. Previously a vice president of the firm, he joined the company in 2009 as an analyst, following completion of graduate school.Alex has been instrumental in assisting with investment analysis and portfolio construction that properly represents the firm's investment philosophy of emphasizing long-term, risk-adjusted returns. He has also been responsible for developing many of the internal software systems and infrastructure critical for the daily tasks of the investment management team. In his current position, he is responsible for the internal investment management team, working together to construct and manage portfolios that meet each client's objectives.Alex attended Bryant University over a five-year period and 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®.Securities and advisory services offered through Commonwealth Financial Network, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Bartholomew & Company, Inc., 370 Main Street, Suite 1000, Worcester, MA 01608. 800.440.8807This communication is strictly intended for individuals residing in the state of Massachusetts . No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.