Joseph W. Bartholomew, III, CPWA®, CIMA®

Joseph Bartholomew is a founding partner of Lewis Wealth Partners within the Rockefeller Global Family Office. He believes in a goals-based wealth management approach and developing customized investment strategies designed to manage risk and adapt to changing economic conditions and evolving personal needs. His extensive knowledge of economics and financial markets helps allow the team to provide comprehensive financial plans and portfolio recommendations tailored to the needs of each client and family.

Joseph began his investment industry career in 1996 having worked at UBS and Morgan Stanley, and Truist before joining Rockefeller.

Joseph earned his Bachelor of Science in Business, Finance from Longwood University and a Master of Science in Financial Economics from Virginia Commonwealth University.