FINANCIAL CONFIDENCE - History of Changes


DateDescription
2024-04-13 delete personal_emails jo..@bartandco.com
2024-04-13 insert general_emails co..@bartandco.com
2024-04-13 delete email jo..@bartandco.com
2024-04-13 insert email co..@bartandco.com
2024-03-13 delete general_emails in..@bartandco.com
2024-03-13 insert chiefinvestmentofficer Edit Card Link
2024-03-13 insert coo Edit Card Link
2024-03-13 insert otherexecutives Edit Card Link
2024-03-13 insert personal_emails jo..@bartandco.com
2024-03-13 delete email in..@bartandco.com
2024-03-13 delete source_ip 104.18.0.230
2024-03-13 delete source_ip 104.18.1.230
2024-03-13 insert contact_pages_linkeddomain caprivacy.org
2024-03-13 insert contact_pages_linkeddomain google.com
2024-03-13 insert email jo..@bartandco.com
2024-03-13 insert index_pages_linkeddomain caprivacy.org
2024-03-13 insert index_pages_linkeddomain google.com
2024-03-13 insert management_pages_linkeddomain amazonaws.com
2024-03-13 insert management_pages_linkeddomain caprivacy.org
2024-03-13 insert management_pages_linkeddomain fmgwebsites.com
2024-03-13 insert management_pages_linkeddomain google.com
2024-03-13 insert person Angel Felice
2024-03-13 insert person Edit Card Link
2024-03-13 insert source_ip 104.17.167.172
2024-03-13 insert source_ip 104.17.168.172
2024-03-13 insert source_ip 104.17.169.172
2024-03-13 insert source_ip 104.17.170.172
2024-03-13 insert source_ip 104.17.171.172
2024-03-13 update person_description Suzanne M. Pisinski => Suzanne M. Pisinski
2024-03-13 update website_status InternalTimeout => OK
2023-09-22 update website_status OK => InternalTimeout
2023-08-20 delete index_pages_linkeddomain easysitewebsites.com
2023-08-20 delete person Sufian Daya
2023-08-20 insert index_pages_linkeddomain barrons.com
2023-08-20 insert index_pages_linkeddomain fivestarprofessional.com
2023-08-20 insert index_pages_linkeddomain forbes.com
2023-08-20 insert index_pages_linkeddomain ft.com
2023-08-20 insert management_pages_linkeddomain barrons.com
2023-08-20 insert management_pages_linkeddomain forbes.com
2023-08-20 insert management_pages_linkeddomain ft.com
2023-08-20 insert person Karolina Angelou
2023-08-20 insert person Lynn Moore
2023-08-20 update person_title Joshua A. Paul: Senior Vice President of Private Wealth Management at Bartholomew & Company => Senior Vice President, CFP®, AIF®; Senior Vice President of Private Wealth Management at Bartholomew & Company
2023-08-20 update person_title Thomas J. Bartholomew: null => President, AIF®
2023-03-27 delete chiefinvestmentofficer Alexander C. Bartholomew
2023-03-27 delete svp Alexander C. Bartholomew
2023-03-27 insert general_emails in..@bartandco.com
2023-03-27 insert otherexecutives Hazel Nutt
2023-03-27 delete about_pages_linkeddomain investor360.com
2023-03-27 delete about_pages_linkeddomain wealthscape.com
2023-03-27 delete address 5 Horizon Circle Chatham, MA 02633
2023-03-27 delete contact_pages_linkeddomain google.com
2023-03-27 delete contact_pages_linkeddomain investor360.com
2023-03-27 delete contact_pages_linkeddomain wealthscape.com
2023-03-27 delete fax 508-945-3319
2023-03-27 delete index_pages_linkeddomain investor360.com
2023-03-27 delete index_pages_linkeddomain wealthscape.com
2023-03-27 delete management_pages_linkeddomain investor360.com
2023-03-27 delete management_pages_linkeddomain wealthscape.com
2023-03-27 delete person Brianna Benoit
2023-03-27 delete person Hazel Kirrane
2023-03-27 delete person Jaret Petruzzelli
2023-03-27 delete person John F. Moran
2023-03-27 delete person Kay Holm
2023-03-27 delete phone 508-502-7934
2023-03-27 insert about_pages_linkeddomain barrons.com
2023-03-27 insert about_pages_linkeddomain easysitewebsites.com
2023-03-27 insert about_pages_linkeddomain forbes.com
2023-03-27 insert email in..@bartandco.com
2023-03-27 insert index_pages_linkeddomain easysitewebsites.com
2023-03-27 insert management_pages_linkeddomain fivestarprofessional.com
2023-03-27 insert person Brianna Ellis
2023-03-27 insert person Dylan Delaney
2023-03-27 insert person Hazel Nutt
2023-03-27 insert person Sufian Daya
2023-03-27 update person_description Amanda Cozzolino => Amanda Cozzolino
2023-03-27 update person_description Brian R. Jamros => Brian R. Jamros
2023-03-27 update person_description Inge Vervoort => Inge Vervoort
2023-03-27 update person_description Jennifer E. Moran => Jennifer E. Moran
2023-03-27 update person_description Sunshine L. Marsh => Sunshine L. Marsh
2023-03-27 update person_description Terese Serra => Terese Serra
2023-03-27 update person_description Thomas J. Bartholomew => Thomas J. Bartholomew
2023-03-27 update person_title Alexander C. Bartholomew: Senior Vice President; Analyst; Chief Investment Officer => Senior Vice President and Chief Investment Officer of Bartholomew & Company; Analyst
2023-03-27 update person_title Amanda Cozzolino: Project Coordinator, Government & Institutional Division; Project Coordinator => Client Service Associate
2023-03-27 update person_title Inge Vervoort: Office Services Assistant / Inge Vervoort; Administrative Assistant / Inge Joined Bartholomew & Company in 2018, Bringing With Her 26 Years of Database Management and Office Support Experience => Client Service Associate
2023-03-27 update person_title Jennifer E. Moran: Vice President / Wealth Advisor => Vice President / Wealth Advisor; Vice President, Private Wealth Management / Wealth Advisor
2023-03-27 update person_title Sunshine L. Marsh: Financial Analyst; Senior Client Service Representative, Private Wealth Management => Senior Client Service Representative; Senior Client Service Representative, Private Wealth Management
2023-03-27 update person_title Susan E. Kelley: Vice President; Financial Advisor; Vice President, Government & Institutional Division => Vice President; Vice President, Government & Institutional Division / Financial Advisor; Financial Advisor
2023-03-27 update person_title Tammy Waltzman: Administrative Support Associate => Client Service Associate
2021-09-28 delete personal_emails al..@bartandco.com
2021-09-28 delete personal_emails am..@bartandco.com
2021-09-28 delete personal_emails as..@bartandco.com
2021-09-28 delete personal_emails br..@bartandco.com
2021-09-28 delete personal_emails br..@bartandco.com
2021-09-28 delete personal_emails ch..@bartandco.com
2021-09-28 delete personal_emails do..@bartandco.com
2021-09-28 delete personal_emails ha..@bartandco.com
2021-09-28 delete personal_emails in..@bartandco.com
2021-09-28 delete personal_emails ja..@bartandco.com
2021-09-28 delete personal_emails ja..@bartandco.com
2021-09-28 delete personal_emails je..@bartandco.com
2021-09-28 delete personal_emails jo..@bartandco.com
2021-09-28 delete personal_emails ka..@bartandco.com
2021-09-28 delete personal_emails ka..@bartandco.com
2021-09-28 delete personal_emails me..@bartandco.com
2021-09-28 delete personal_emails mi..@bartandco.com
2021-09-28 delete personal_emails na..@bartandco.com
2021-09-28 delete personal_emails pe..@bartandco.com
2021-09-28 delete personal_emails re..@bartandco.com
2021-09-28 delete personal_emails su..@bartandco.com
2021-09-28 delete personal_emails su..@bartandco.com
2021-09-28 delete personal_emails ta..@bartandco.com
2021-09-28 delete personal_emails te..@bartandco.com
2021-09-28 delete about_pages_linkeddomain rightcapital.com
2021-09-28 delete address Suite 225 / Suite 226 200 Great Road, Bedford, MA 01730
2021-09-28 delete contact_pages_linkeddomain rightcapital.com
2021-09-28 delete email al..@bartandco.com
2021-09-28 delete email al..@bartandco.com
2021-09-28 delete email am..@bartandco.com
2021-09-28 delete email am..@bartandco.com
2021-09-28 delete email as..@bartandco.com
2021-09-28 delete email as..@bartandco.com
2021-09-28 delete email br..@bartandco.com
2021-09-28 delete email br..@bartandco.com
2021-09-28 delete email br..@bartandco.com
2021-09-28 delete email ch..@bartandco.com
2021-09-28 delete email ch..@bartandco.com
2021-09-28 delete email do..@bartandco.com
2021-09-28 delete email do..@bartandco.com
2021-09-28 delete email ha..@bartandco.com
2021-09-28 delete email ha..@bartandco.com
2021-09-28 delete email in..@bartandco.com
2021-09-28 delete email ja..@bartandco.com
2021-09-28 delete email ja..@bartandco.com
2021-09-28 delete email je..@bartandco.com
2021-09-28 delete email jo..@bartandco.com
2021-09-28 delete email ka..@bartandco.com
2021-09-28 delete email ka..@bartandco.com
2021-09-28 delete email ka..@bartandco.com
2021-09-28 delete email ky..@bartandco.com
2021-09-28 delete email m...@bartandco.com
2021-09-28 delete email me..@bartandco.com
2021-09-28 delete email mi..@bartandco.com
2021-09-28 delete email na..@bartandco.com
2021-09-28 delete email na..@bartandco.com
2021-09-28 delete email pe..@bartandco.com
2021-09-28 delete email pe..@bartandco.com
2021-09-28 delete email re..@bartandco.com
2021-09-28 delete email su..@bartandco.com
2021-09-28 delete email su..@bartandco.com
2021-09-28 delete email su..@bartandco.com
2021-09-28 delete email ta..@bartandco.com
2021-09-28 delete email te..@bartandco.com
2021-09-28 delete email te..@bartandco.com
2021-09-28 delete index_pages_linkeddomain rightcapital.com
2021-09-28 delete management_pages_linkeddomain rightcapital.com
2021-09-28 delete person Donald Anderson
2021-09-28 delete person Marcia A. Sullivan
2021-09-28 delete phone 781-382-0501
2021-09-28 update person_title Inge Vervoort: Office Services Assistant / Inge Vervoort; Administrative Assistant => Office Services Assistant / Inge Vervoort; Administrative Assistant / Inge Joined Bartholomew & Company in 2018, Bringing With Her 26 Years of Database Management and Office Support Experience
2021-09-28 update person_title Sunshine L. Marsh: Senior Client Service Representative; Senior Client Service Representative, Private Wealth Management => Financial Analyst; Senior Client Service Representative, Private Wealth Management
2021-08-26 delete about_pages_linkeddomain investor360.net
2021-08-26 delete contact_pages_linkeddomain investor360.net
2021-08-26 delete index_pages_linkeddomain investor360.net
2021-08-26 delete management_pages_linkeddomain investor360.net
2021-08-26 insert about_pages_linkeddomain investor360.com
2021-08-26 insert contact_pages_linkeddomain investor360.com
2021-08-26 insert index_pages_linkeddomain investor360.com
2021-08-26 insert management_pages_linkeddomain investor360.com
2021-07-24 delete personal_emails jo..@bartandco.com
2021-07-24 delete personal_emails to..@bartandco.com
2021-07-24 delete email jo..@bartandco.com
2021-07-24 delete email to..@bartandco.com
2021-06-22 delete general_emails in..@bartandco.com
2021-06-22 delete email in..@bartandco.com
2021-05-22 insert about_pages_linkeddomain rightcapital.com
2021-05-22 insert contact_pages_linkeddomain rightcapital.com
2021-05-22 insert index_pages_linkeddomain rightcapital.com
2021-05-22 insert management_pages_linkeddomain rightcapital.com
2021-05-22 update person_title Ashley Riley: Financial Planning Consultant / Wealth Advisor => Financial Planning Consultant
2021-04-06 delete personal_emails ka..@bartandco.co
2021-04-06 insert personal_emails re..@bartandco.com
2021-04-06 insert personal_emails to..@bartandco.com
2021-04-06 delete email ka..@bartandco.co
2021-04-06 delete email re..@bartandco.com
2021-04-06 delete email to..@bartandco.com
2021-04-06 insert email re..@bartandco.com
2021-04-06 insert email to..@bartandco.com
2021-04-06 update person_description Susan E. Kelley => Susan E. Kelley
2021-04-06 update person_title Susan E. Kelley: Vice President; Certified Massachusetts Treasurer; Vice President, Government & Institutional Division => Vice President; Financial Advisor; Vice President, Government & Institutional Division
2021-01-28 delete svp Robert J. Harris
2021-01-28 insert personal_emails al..@bartandco.com
2021-01-28 insert personal_emails am..@bartandco.com
2021-01-28 insert personal_emails as..@bartandco.com
2021-01-28 insert personal_emails br..@bartandco.com
2021-01-28 insert personal_emails ch..@bartandco.com
2021-01-28 insert personal_emails do..@bartandco.com
2021-01-28 insert personal_emails ha..@bartandco.com
2021-01-28 insert personal_emails jo..@bartandco.com
2021-01-28 insert personal_emails ka..@bartandco.com
2021-01-28 insert personal_emails me..@bartandco.com
2021-01-28 insert personal_emails mi..@bartandco.com
2021-01-28 insert personal_emails na..@bartandco.com
2021-01-28 insert personal_emails pe..@bartandco.com
2021-01-28 insert personal_emails su..@bartandco.com
2021-01-28 insert personal_emails te..@bartandco.com
2021-01-28 delete address 75 Hitching Post Road Chatham, MA 02633
2021-01-28 delete email jo..@bartandco.com
2021-01-28 delete email me..@bartandco.com
2021-01-28 delete email su..@bartandco.com
2021-01-28 delete person Robert J. Harris
2021-01-28 delete person Thomas J. Bartholmew
2021-01-28 delete phone 508-502-7935
2021-01-28 insert address 161 Worcester Road, Suite 402 Framingham, MA 01701
2021-01-28 insert address 5 Horizon Circle Chatham, MA 02633
2021-01-28 insert contact_pages_linkeddomain google.com
2021-01-28 insert email al..@bartandco.com
2021-01-28 insert email am..@bartandco.com
2021-01-28 insert email as..@bartandco.com
2021-01-28 insert email br..@bartandco.com
2021-01-28 insert email ch..@bartandco.com
2021-01-28 insert email do..@bartandco.com
2021-01-28 insert email ha..@bartandco.com
2021-01-28 insert email jo..@bartandco.com
2021-01-28 insert email ka..@bartandco.com
2021-01-28 insert email me..@bartandco.com
2021-01-28 insert email mi..@bartandco.com
2021-01-28 insert email na..@bartandco.com
2021-01-28 insert email pe..@bartandco.com
2021-01-28 insert email su..@bartandco.com
2021-01-28 insert email te..@bartandco.com
2021-01-28 insert phone 508-273-8886
2021-01-28 insert phone 508-502-7934
2021-01-28 update person_title Kathleen J. Glowacki: Senior Financial Analyst; Senior Financial Analyst, Investment Management; Financial Advisor => Director / Investment Management Dept.
2020-10-07 update person_title Kathleen J. Glowacki: Senior Financial Analyst; Senior Financial Analyst, Investment Management => Senior Financial Analyst; Senior Financial Analyst, Investment Management; Financial Advisor
2020-10-07 update person_title Kyle Cornell: Financial Analyst; Financial Analyst, Investment Management => Senior Financial Analyst; Senior Financial Analyst, Investment Management
2020-08-09 insert person Jaret Petruzzelli
2020-08-09 insert person Jennifer E. Moran
2020-08-09 insert person John F. Moran
2020-08-09 update person_title Ashley Riley: Financial Planning Consultant => Financial Planning Consultant / Wealth Advisor
2020-07-10 delete phone 508-502-7934
2020-07-10 insert address Suite 225 / Suite 226 200 Great Road, Bedford, MA 01730
2020-07-10 insert contact_pages_linkeddomain goo.gl
2020-07-10 insert contact_pages_linkeddomain investor360.net
2020-07-10 insert contact_pages_linkeddomain wealthscape.com
2020-07-10 insert index_pages_linkeddomain wealthscape.com
2020-07-10 insert phone 508-502-7935
2020-05-04 delete email ch..@bartandco.com
2020-04-04 insert index_pages_linkeddomain investor360.net
2020-02-03 delete address 319 Southbridge Street Auburn, MA 01501
2020-02-03 delete phone 508-832-8550
2020-01-03 delete email br..@bartandco.com
2019-10-03 delete source_ip 107.20.138.93
2019-10-03 insert source_ip 104.18.0.230
2019-10-03 insert source_ip 104.18.1.230
2019-09-03 insert vp Susan E. Kelley
2019-09-03 insert email su..@bartandco.com
2019-09-03 insert person Susan E. Kelley
2019-09-03 update person_description Kathleen Glowacki => Kathleen Glowacki
2019-07-04 insert personal_emails su..@bartandco.com
2019-07-04 insert address 319 Southbridge Street Auburn, MA 01501
2019-07-04 insert email su..@bartandco.com
2019-07-04 insert person Sunshine L. Marsh
2019-07-04 insert phone 508-832-8550
2019-04-02 insert personal_emails in..@bartandco.com
2019-04-02 insert email in..@bartandco.com
2019-04-02 insert person Inge Vervoort
2019-02-20 insert index_pages_linkeddomain easysitewebsites.com
2018-10-29 insert personal_emails do..@bartandco.com
2018-10-29 insert personal_emails ma..@bartandco.com
2018-10-29 insert address 200 Great Road, Bedford, MA 01730
2018-10-29 insert email do..@bartandco.com
2018-10-29 insert email ky..@bartandco.com
2018-10-29 insert email ma..@bartandco.com
2018-10-29 insert person Don Anderson
2018-10-29 insert person Kyle Cornell
2018-10-29 insert person Marcia A. Sullivan
2018-10-29 insert phone 781-382-0501
2018-10-29 update person_description Kathleen Glowacki => Kathleen Glowacki
2018-07-09 insert otherexecutives James W. Cushman
2018-07-09 insert personal_emails ja..@bartandco.com
2018-07-09 insert email ja..@bartandco.com
2018-07-09 insert person James W. Cushman
2018-07-09 update person_title Kathleen Glowacki: Analyst => Financial Analyst
2018-03-04 delete vp Alexander Bartholomew
2018-03-04 insert cio Alexander Bartholomew
2018-03-04 insert svp Alexander Bartholomew
2018-03-04 update person_description Alexander Bartholomew => Alexander Bartholomew
2018-03-04 update person_title Alexander Bartholomew: Vice President => Senior Vice President; Senior Vice President and Chief Investment Officer of Bartholomew & Company; CIO
2017-11-09 insert address 75 Hitching Post Road Chatham, MA 02633
2017-11-09 insert fax 508-753-8889
2017-11-09 insert fax 508-945-3319
2017-11-09 insert phone 508-502-7934
2017-11-09 insert phone 508-753-8807
2017-10-08 update person_description Nancy Scott => Nancy Scott
2017-10-08 update person_title Nancy Scott: Registered Representative => null
2017-07-27 update person_description Ashley Riley => Ashley Riley
2017-07-27 update person_title Ashley Riley: Registered Assistant => Bartholomew & Company in 2015 As an Assistant; Registered Representative
2017-07-27 update person_title Michele A. Renaud-Ingel: Assistant to Joshua Paul; Office Manager / Assistant to Joshua Paul => Assistant to Joshua Paul / Office Manager; Assistant to Joshua Paul
2017-06-25 delete source_ip 162.248.249.112
2017-06-25 delete source_ip 209.160.129.112
2017-06-25 insert source_ip 107.20.138.93
2016-10-29 delete source_ip 67.151.186.112
2016-10-29 insert source_ip 162.248.249.112
2016-10-29 insert source_ip 209.160.129.112
2016-10-01 delete source_ip 131.239.20.112
2016-10-01 insert source_ip 67.151.186.112
2016-09-03 delete source_ip 67.151.186.112
2016-09-03 insert person Kathleen Glowacki
2016-09-03 insert source_ip 131.239.20.112
2016-08-06 delete source_ip 69.38.153.112
2016-08-06 insert source_ip 67.151.186.112
2016-07-09 delete person Amanda Roy
2016-07-09 delete source_ip 131.239.20.112
2016-07-09 insert person Amanda Cozzolino
2016-07-09 insert source_ip 69.38.153.112
2016-05-09 delete source_ip 67.151.186.112
2016-05-09 insert source_ip 131.239.20.112
2016-04-11 delete source_ip 216.57.142.112
2016-04-11 insert source_ip 67.151.186.112
2016-02-24 delete source_ip 12.28.168.112
2016-02-24 insert source_ip 216.57.142.112
2016-02-24 update person_title Nancy Scott: Registered Assistant => REGISTERED REPRESENTATIVE
2016-01-27 insert general_emails in..@bartandco.com
2016-01-27 insert vp Brian R. Jamros
2016-01-27 delete address 370 Main St. Suite 1000 Worcester, MA 01608
2016-01-27 delete source_ip 131.239.20.112
2016-01-27 insert address 370 Main Street, Suite 1000 Worcester, MA 01608
2016-01-27 insert email in..@bartandco.com
2016-01-27 insert person Brian R. Jamros
2016-01-27 insert source_ip 12.28.168.112
2016-01-27 update primary_contact 370 Main St. Suite 1000 Worcester, MA 01608 => 370 Main Street, Suite 1000 Worcester, MA 01608
2015-08-03 delete source_ip 67.151.186.112
2015-08-03 insert source_ip 131.239.20.112
2015-07-05 delete source_ip 131.239.20.112
2015-07-05 insert management_pages_linkeddomain fi360.com
2015-07-05 insert source_ip 67.151.186.112
2015-07-05 update person_description JOSHUA A. PAUL, SR. => JOSHUA A. PAUL, SR.
2015-06-07 update person_title Doris E. (Dory) Huard: VICE PRESIDENT, AIF® => VICE PRESIDENT, RICP®, AIF®
2015-04-09 delete source_ip 69.38.153.112
2015-04-09 insert source_ip 131.239.20.112
2015-03-12 delete source_ip 131.239.20.112
2015-03-12 insert person Kay Holm
2015-03-12 insert source_ip 69.38.153.112
2015-02-03 delete vp Michelle Newcomb
2015-02-03 insert person Brianna Benoit
2015-02-03 update person_title Amanda Roy: Administrative Assistant; Receptionist => Bartholomew & Company in 2008 As Administrative Assistant / Receptionist; MARKETING ASSISTANT; Zumba® Instructor
2015-02-03 update person_title Charles E. Patterson: Vice President / COO, AIF®; Head of the Municipal Department => Head of the Municipal Department; Senior Vice President / COO, AIF®
2015-02-03 update person_title Michelle Newcomb: VICE PRESIDENT => Vice President, AIF®
2014-11-30 update person_title Charles E. Patterson, Sr.: Senior Vice President, AIF®; VICE PRESIDENT, AIF®; Head of the Municipal Department => Vice President / COO, AIF®; Head of the Municipal Department
2014-09-29 delete source_ip 216.57.142.112
2014-09-29 insert source_ip 131.239.20.112
2014-09-29 update person_title Hazel Kirrane: REGISTERED ASSISTANT => EXECUTIVE ASSISTANT
2014-08-23 delete source_ip 131.239.20.112
2014-08-23 insert source_ip 216.57.142.112
2014-06-22 delete source_ip 216.57.142.112
2014-06-22 insert source_ip 131.239.20.112
2014-05-18 delete source_ip 131.239.20.112
2014-05-18 insert source_ip 216.57.142.112
2014-03-20 update person_description Worcester Art Museum => Worcester Art Museum