Our Team

JP Bartolomeo

Financial Advisor

 JP Bartolomeo is an ambitious and results-driven executive, recognized for his ability to drive new business, expand existing ventures, and accelerate revenue growth through the cultivation of strong client relationships. With a passion for problem-solving and a talent for leveraging momentum, JP has achieved positive results, earning recognition and accolades throughout his career. 

JP’s entrepreneurial journey began with the establishment of four successful companies: JP’s Cleaning Service, The Charlotte Group, KEM Advantage, and The Max Challenge of Marlboro. These ventures not only reflect the entrepreneurial spirit but also highlights his commitment to challenge the status quo and strive in all endeavors. 

For the past 30 years, JP has spent his career devoted to finance. While at Rockefeller Capital Management, he raised $35 million in funds through meticulous assessment of clients’ financial needs and experienced guidance on investments, tax laws, and insurance, and played a pivotal role in helping clients achieve their financial goals. 

Beyond JP’s professional pursuits, his passions involve physical activity and pushing his physical and mental limits, embracing challenges, and striving for peak performance. As a triathlete, this commitment to athleticism underscores his determination and resilience, qualities that he continually brings to every aspect of his life.