Experience

Arthur W. Bartholomew, III is a First Vice President-Wealth Management and senior team member of the Bartholomew Wealth Management Group (BWMG) at UBS Financial Services in Conshohocken, PA. BWMG advises individuals, families and corporate retirement plans. Our focus is on teaching clients how to define their financial goals and help them chart a course to achieve those goals. The biggest challenge and our primary role is to encourage rational thinking and behavior during the inevitable emotional movements that are part of investing. We gain satisfaction from working with our clients over decades and guiding them through the turbulence of life.

Art earned a bachelor's degree in history from Cornell University where he played varsity basketball. He went on to coach basketball at both Villanova University and La Salle College where both programs played in the NCAA tournament during his tenure.

In 1980 he began his financial services career with Mosely Hallgarten Eastbrook and Weeden.  The majority of his career covering 22 years was spent at Smith Barney/ Morgan Stanley before joining UBS Financial Services in November 2013. To better serve his clients Art has achieved the Certified Financial Planner designation and is also a Chartered Retirement Plans Specialist. He serves on the board of directors of the Friends of the Upper Delaware River, an environmental organization. He is an avid fly fisherman and goose hunter.

Married to his wife of 38 years Pamela Burtis Bartholomew, they reside in Swarthmore, Pennsylvania. Pam and Art have three grown sons.

Jeffrey P. King is a Financial Advisor and Portfolio Manager with the Bartholomew Wealth Management Group at UBS Financial Services, Inc. Jeffrey received his B.S. in Business Administration with a concentration in Finance from West Chester University.  Jeffrey started his career as a financial planning analyst and regional tech trainer at Smith Barney in 2005.  He worked with multiple advisors to help clients formulate a financial plan for their distinctive needs.  In 2009 he partnered up with Arthur forming the Bartholomew Wealth Management Group where the team now manages over 300 million in assets. 

Jeffrey currently resides with his wife Amy and two children, in Villanova, PA.  HIs passions include fitness, hockey, skiing, and hiking.

James Bartholomew is an accomplished advisor with the Bartholomew Wealth Management Group (“BWMG”). His track record dates back to his start at Turner Investments in 2006, continuing through his time as a published data analytics author in grad school, & through the last decade at BWMG. His experience & his passion for helping clients achieve their financial goals has earned him a reputation as an exceptional protector & innovative compounder of client wealth.

James has two rare specialties. First, he prepares current & future professional athletes to sign large NIL deals & endorsement deals. His custom built methods help athletes have the table set for beneficial tax treatment on this unique kind income.

Additionally he works with condominium reserve funds to bring BWMG’s comprehensive knowledge of financial markets to luxury communities. Condominiums are notorious for having silly & imprudent money management led by unlicensed volunteers. Managing a building’s financial assets is a multidimensional problem & needs prudent solutions. James & the team bring an endowment style approach to condominium financial management. Among the successes of this past decade, James won a 42 million dollar land dispute for a condo against Broward County & the City of Fort Lauderdale.

James has demonstrated a keen ability to navigate the complexities of unique financial landscapes & provide exceptional solutions to help clients.  His comprehensive knowledge of financial markets & investment strategies, coupled with his client centric approach, has allowed him to establish lasting and trusting lifelong relationships. His contributions help make the BWMG Team an ideal partner for clients seeking knowledgeable & dedicated professionals. The team’s record & commitment to clients, their families, & their companies make BWMG an ideal partner on your financial journey.