Appleton Partners, Inc.
Jack Telman is a Marketing Information Analyst at Appleton Partners, Inc. since June 2022, previously serving as a Global Business Development Marketing Analyst at Cambridge Associates from June 2021 to May 2022. In this role, Jack prepared marketing materials and RFPs for institutions, managed RFP design, and developed proposals for clients. Jack's experience includes a summer analyst position at Cambridge Associates in 2020, delivering multiple projects and culminating in a presentation to firm leadership. Prior to that, Jack worked as a Regional Market Manager at Captain John Boats Inc. from June 2016 to May 2020, where strategic market entry and marketing relationship development were key responsibilities. Jack's educational background includes a Bachelor of Arts in Anthropology and German Language and Culture from Tufts University and ongoing studies in Sociology and Anthropology at the University of Tübingen.
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Appleton Partners, Inc.
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.