James Cushman

Vice President,private Wealth Management Director of Business Development @Bartholomew & Company

Worcester, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2018 — Present

Vice President,private Wealth Management Director of Business Development @Bartholomew & Company

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Worcester, MA, US

Since 1994, Bartholomew & Company has taken pride in helping individuals, families, businesses, and government and institutional entities build wealth and achieve financial freedom. Through our personalized, independent financial planning solutions and investment advice, we help keep you on track through every phase of life. Partner with the Bartholomew & Company team to help propel your financial success with experienced financial guidance that\'s tailored to your needs-This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.Review our Terms of Use:

SKILLS

Mutual FundsBusiness Development529 PlansRetirement PlanningBusiness StrategyEtfsAlternative InvestmentsSeparately Managed AccountsVariable AnnuitiesClosed-End FundsCapital Markets

ABOUT JAMES CUSHMAN

After more than 30 years in the financial industry, I wanted to devote that experience to…

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