Appleton Partners, Inc.
James Bosland has extensive work experience in the finance industry. James started their career at Bank of Boston, where they worked as a Senior Fund Manager for a decade, from 1989 to 1999. James then joined H.C. Wainwright as a Senior Portfolio Manager for approximately two and a half years. Since 2001, James has been working at Appleton Partners, Inc. as a Senior Vice President.
James Bosland completed their MBA from Babson F.W. Olin Graduate School of Business from 1984 to 1986. Prior to that, they obtained a BA in Economics from Boston University between 1982 and 1984. Before their undergraduate studies, James attended The College of Wooster from 1980 to 1982. No specific degree or field of study is mentioned for their time at The College of Wooster. It is unknown when James attended Pingry or if they obtained any degree or field of study from there as no start or end year is provided.
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.