MICHELLE FULLER

Michelle Fuller is an accomplished financial services executive, strategist, and advisor with more than two decades of experience building and leading high-performing teams across the investment and wealth management landscape. As Managing Director of Strategy & Operations and Senior Wealth Advisor at Bartholomew & Company, she partners with the firm’s senior leadership to drive organizational growth, modernize operational infrastructure, and elevate the firm’s client experience during a pivotal phase of expansion. She also working directly with individuals, families, and business owners to design wealth management strategies aligned with their values, priorities, and long-term goals.

Michelle’s expertise spans strategic planning, advisor practice management, enterprise operations, organizational design, and business succession. She is widely recognized for her ability to translate complex business challenges into actionable roadmaps that accelerate growth and improve efficiency.

Her career includes senior leadership roles at John Hancock Investment Management, PIMCO, and State Street Global Advisors, where she pioneered distribution strategies for private wealth, RIA, and intermediary channels. She is known for building scalable platforms, developing alternative investment distribution strategies, and leading national teams in high-growth environments.

Michelle’s professional insights are informed not only by her corporate background but also by her experience working as a Strategic Growth Consultant in her family’s century-old automotive business. This work—focused on value acceleration, exit planning, M&A, and operational scale—gives her a unique perspective on the financial, personal, and legacy-related complexities business owners face.

She holds the Certified Investment Management Analyst® (CIMA®) and Certified Exit Planning Advisor® (CEPA®) designations, and her thought leadership has been featured in Forbes, FA Magazine, RIA Channel, and the Exit Planning Institute.

Michelle lives in Shrewsbury, MA with her husband and three children. She is actively involved in her children’s schools and her family’s church community and can often be found cheering from the sidelines at her kids’ sporting events. She enjoys fitness, yoga, and summers on Cape Cod, and is passionate about mentoring young professionals in business leadership.

Michelle Fuller is an accomplished financial services executive, strategist, and advisor with more than two decades of experience building and leading high-performing teams across the investment and wealth management landscape. As Managing Director of Strategy & Operations and Senior Wealth Advisor at Bartholomew & Company, she partners with the firm’s senior leadership to drive organizational growth, modernize operational infrastructure, and elevate the firm’s client experience during a pivotal phase of expansion. She also working directly with individuals, families, and business owners to design wealth management strategies aligned with their values, priorities, and long-term goals.

Michelle’s expertise spans strategic planning, advisor practice management, enterprise operations, organizational design, and business succession. She is widely recognized for her ability to translate complex business challenges into actionable roadmaps that accelerate growth and improve efficiency.

Her career includes senior leadership roles at John Hancock Investment Management, PIMCO, and State Street Global Advisors, where she pioneered distribution strategies for private wealth, RIA, and intermediary channels. She is known for building scalable platforms, developing alternative investment distribution strategies, and leading national teams in high-growth environments.

Michelle’s professional insights are informed not only by her corporate background but also by her experience working as a Strategic Growth Consultant in her family’s century-old automotive business. This work—focused on value acceleration, exit planning, M&A, and operational scale—gives her a unique perspective on the financial, personal, and legacy-related complexities business owners face.

She holds the Certified Investment Management Analyst® (CIMA®) and Certified Exit Planning Advisor® (CEPA®) designations, and her thought leadership has been featured in Forbes, FA Magazine, RIA Channel, and the Exit Planning Institute.

Michelle lives in Shrewsbury, MA with her husband and three children. She is actively involved in her children’s schools and her family’s church community and can often be found cheering from the sidelines at her kids’ sporting events. She enjoys fitness, yoga, and summers on Cape Cod, and is passionate about mentoring young professionals in business leadership.