We are a family-oriented, fee-based wealth management firm with the goal of assisting clients throughout life’s various stages and challenges. Our mission is to serve our clients as trusted advisors, helping them reach their financial goals. We are privileged to have the opportunity to work with many exceptional families, often serving several generations. Formed in Narragansett, Rhode Island, we now have expanded to Florida and Massachusetts.
We offer comprehensive financial services. We serve individuals and businesses in all areas of investment planning, including:
Philanthropic Planning is the strategic process of aligning charitable giving with personal, financial, and legacy goals to maximize the impact on causes one cares about.
Managing your finances shouldn’t just start and end with retirement planning. We can help you take control and better understand the concepts behind investing, estate planning, and wealth preservation. As a team, our goal is to work with the utmost degree of effort to succeed in wealth appreciation for our clients. By molding advantageous relationships with our clients, we create an environment that is conducive for the growth of client assets and wealth.
Thomas offers a full history of experience in comprehensive financial planning and financial services. With 30+ years of experience in the financial industry, Tom is dedicated to helping individuals and families meet their financial needs by developing investment and financial plans tailored around their long-term goals and aspirations. His immense experience through the most severe levels of volatility in the market enables him to assist clients in crafting unique portfolios designed towards specific needs and levels of risk tolerance. Thomas is a licensed wealth advisor, the Managing Director of the firm, and is able to provide a variety of financial products and services.
Graduating with a Bachelor of Science Degree in Business Administration from Boston University, Thomas worked for several years as an Office Manager and Agent for Met Life before expanding his career to offer a wider range of financial services. Prior to creating Bartolomeo Capital Group in 2012 with his sister Joan, Tom worked as a financial advisor for Paine Webber, UBS, Prudential Financial, Wachovia Securities, and as First Vice President at Morgan Stanley in Providence, Rhode Island.
Thomas’ commitment to delivering high-quality, comprehensive financial advice and portfolio management is only a part of his aspirations. Tom administers scholarships at Bishop Hendricken High School in Warwick, Rhode Island, through the Claire Bartolomeo Scholarship Fund, a scholarship fund that he created in memory of his mother. Thomas lives in Parkland, Florida. He enjoys fishing, golfing, sports, and various activities his family is involved with.
(Text) 401.203.5580
(Email) [email protected]
As the son of Thomas, Anthony brings his interests and enthusiasm for finance to Bartolomeo Capital Group. Acting as the Chief Analyst for the firm, Anthony aims to provide quality research and input to the trading strategies of the firm. By offering diligence to the firm’s operations, efficiency for client investments and financial planning has been improved. Graduating Magna Cum Laude from Brown University with a degree in Business Economics, Anthony brings an array of new ideas to the firm. Anthony has become a partner in Bartolomeo Capital Group with his father Tom and aunt Joan, embracing the generational identity and investment aspirations of the firm.
Anthony enjoys playing basketball, golfing, and following professional sports. He played on the Club Basketball team for Brown University while there. In addition to his passion for athletics, Anthony aims to enrich his knowledge in finance and investment management through additional studies. He has obtained his Certified Financial Planner (CFP®) designation to bolster his contributions to the firm through both investment management and financial life planning.
(Text) 401.206.5350
(Email) [email protected]
Jorge is a passionate advisor and philanthropist based in Boston, Massachusetts. He is a Senior Wealth Advisor for Bartolomeo Capital Group and has more than 15 years of experience in financial services. Jorge serves business owners, high net-worth families, and holds a special focus on cross-border investors seeking wealth management advice in the United States. Jorge holds the Accredited Investment Fiduciary (AIF®) designation. This designation represents a thorough knowledge of and ability to apply fiduciary practices. As such, Jorge specializes in consulting for Defined Contribution plans (e.g., 401k, 403b, Trusts, and endowments) in addition to executive compensation planning. He also holds the Certified Exit Planning Advisor (CEPA®) designation, which allows him to assist business owners in transition dealing.
During his free time, Jorge serves as an executive board member of HLX+, a national non-profit that aids the next wave of promising LatinX professionals. He also serves on the U.S. Advisory Board of Leysin American School in Switzerland, where he co-chairs the finance committee. For fun, Jorge is an avid mountain biker and tennis player. Jorge and his wife enjoy traveling and dining out.
(Email) [email protected]
Joan works diligently and prudently to develop and maintain strong and advantageous relationships with all of our clients. As our Branch Manager, Joan oversees office management, account activity, and client services. With passion, Joan will assist all client needs and act to bring convenience to the client.
After graduating from the University of Rhode Island with a Bachelor of Arts Degree in Political Science, Joan proceeded to earn her Juris Doctor degree from Suffolk University School of Law in Boston, Massachusetts.
For nearly three decades, Joan practiced law in the State of Rhode Island, specializing in estate planning. In addition to serving as an attorney, Joan served for six years as the Probate Judge for the Town of Narragansett, Rhode Island. Her vast experience allows Joan to bring a unique skill set to Bartolomeo Capital Group.
In 2011, Joan opted to make a significant career change, as she decided to join Thomas’ team at Morgan Stanley as a financial advisor. When the two decided to create Bartolomeo Capital Group in 2012, Joan assisted in the creation of the new enterprise.
Though Joan moved to Florida when Bartolomeo Capital Group established its office there, she has recently relocated back to South Kingstown, Rhode Island, where she lives with her husband Gene. She enjoys reading, antiquing, and cooking, as well as other relaxing activities. She holds a significant excitement for expanding Bartolomeo Capital Group’s brand within the Northeast and nationally.
(Text) 401.206.4440
(Email) [email protected]
Deb is a Client Service Associate for the Bartolomeo Capital Group team. Having 20+ years of experience in marketing, management, and client services, she brings a vital set of tools to the team. Deb manages the day-to-day administration of accounts and responds to client needs. By overseeing and tracking all interactions with clients, Deb’s work assures that no client falls between the cracks and that everyone is treated with proper respect and attention. With Deb’s help, the firm is able to operate efficiently and offer a very client-friendly day-to-day experience, enhancing the comprehensive experience offered by Bartolomeo Capital Group.
For recreation, Deb golfs and kayaks. She lives in Deerfield Beach, Florida, with her husband John.
(Text) 561.285.4565
(Email) [email protected]
Sandro has over two decades of experience in the financial services industry. He is a proficient Wealth Advisor and takes pride in providing his clients with tailor-made guidance to effectively manage and grow their financial assets. Sandro’s expertise spans across both registered investment advisors (RIA) and broker-dealers. In addition to acting as a Wealth Advisor, Sandro is responsible for a range of pivotal activities within the firm, including advising on compliance with all relevant laws, rules, and regulations. He holds a Bachelor of Science in Finance from the University of Massachusetts and an array of professional experiences in financial services. Prior to joining the firm, he acted as the Chief Operating Officer at Savior Wealth, where he advised on compliance, acquisition targets, managing alternative investments, and other financial products.
Outside of work, he finds joy in family life. Residing in Dedham, Massachusetts, with his wife, Amanda, and their twins, Christian and Ava, they partake in a variety of activities such as Crossfit, traveling, hiking, skiing, and snowboarding.
(Text) 781.222.0105
(Email) [email protected]
Jonathan is a third-generation advisor in wealth management, tax planning, and family office services. He is one of the firm’s Senior Wealth Advisors and is dedicated to serving C-suite executives, directors, senior professionals, and business owners from Fortune 500 companies to entrepreneurial ventures. Jonathan earned his B.S. and MST degrees from Long Island University/CW Post Center, providing a strong foundation for his client-focused approach.
Jonathan regularly shares his insights at conferences on investment, estate planning, and charitable giving. His involvement with organizations like the AICPA and the Financial Planning Association reflects his commitment to professional excellence and staying current with industry trends. Outside of work, Jonathan enjoys deep-sea fishing, sports, art, photography, baking, travel, and backgammon. These interests reflect his belief in a balanced life, further supporting his dedication to his clients’ financial well-being and peace of mind.
(Text) 949.409.6990
(Email) [email protected]
Elizabeth is the newest member of the Bartolomeo Capital Group team. She graduated from Emmanuel College in 2019 with a Bachelor of Science in Biology, a minor in Psychology, and earned Distinction in the Field. After completing her degree, Elizabeth worked as a Clinical Research Coordinator at Massachusetts General Hospital in the Division of Cardiology, where she contributed to the development and management of studies related to Cardiovascular Genetics. She then joined Boston Children’s Hospital in the Division of Infectious Diseases, where she led and mentored peers on research projects exploring the regulation of gene expression within a pathogen that infects the lungs of patients with cystic fibrosis.
With a strong foundation in healthcare and science, Elizabeth recognized her growing interest in business and finance, prompting her to pursue a new career path that combines her analytical expertise with financial strategy. Elizabeth earned her Series 65 investment advisor license and now contributes to the firm’s investment management strategy and assists with the day-to-day operations that support client relations. As a Wealth Advisor and Massachusetts native, Elizabeth is passionate about expanding the firm’s presence in the Northeast and is committed to offering comprehensive investment advice to her clients and those of Bartolomeo Capital Group as a whole.
(Text) 508.233.8187
(Email) [email protected]
Do you have questions for our team and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.
Contact:
(O) 561.609.4525
