Joseph Bartholomew Email & Phone Number
Managing Director, Private Advisor @ Rockefeller Capital Management
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Joseph Bartholomew Location
- Richmond, VA, US
Joseph Bartholomew Work
- Managing Director, Private Advisor @ (February 2024 - Present)
- Managing Director, Financial Advisor, Truist Investment Services, Inc. @ (February 2014 - February 2024)
- Vice President, Private Wealth Advisor @ (June 2009 - April 2014)
- First Vice President - Wealth Management, Financial Advisor @ SunTrust (April 2002 - February 2009)
- Financial Advisor @ (June 1996 - June 2002)
Joseph Bartholomew Education
- The University of Chicago Booth School of Business
Certified Private Wealth Advisor Certification (Registered Education Program)
2021-2022 - Yale School of Management
Certified Investment Management Analyst Certification (Registered Education Program, Investment Management Theory and Practice)
2017-2018 - Virginia Commonwealth University
Master of Arts (Financial Economics)
1997-1999 - Longwood University
Bachelor of Science - Business (Finance concentration)
1992-1996
Joseph Bartholomew Skills
- Retirement Planning
- Wealth Management
- Asset Allocation
- Asset Management
- Investments
- Investment Strategies
- Portfolio Review
- Financial Advice
- Financial Planning
- Finance
- Investment Advisory
- Strategic Financial Planning
- Financial Analysis
- Alternative Investments
- Wealth
- Mutual Funds
- Portfolio Management
- Financial Advisory
- High Net Worth Individuals
Joseph Bartholomew Summary
- Joseph Bartholomew, based in Richmond, VA, US, is currently a Managing Director, Private Advisor at Rockefeller Capital Management. Joseph Bartholomew brings experience from previous roles at Truist Wealth, Morgan Stanley Wealth Management, SunTrust and UBS. Joseph Bartholomew holds a 2021 - 2022 Certified Private Wealth Advisor Certification in Registered Education Program @ The University of Chicago Booth School of Business. With a robust skill set that includes Retirement Planning, Wealth Management, Asset Allocation, Asset Management, Investments and more. Joseph Bartholomew has 2 emails and 1 mobile phone numbers on RocketReach.
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