Appleton Partners, Inc.
Jason Audette has a diverse work experience spanning several industries. Jason started their career at BNY Mellon in 2004 as a Fixed Income Trader, where they worked until 2011. In 2011, they joined Appleton Partners, Inc. as an Assistant Vice President, and gradually progressed to Vice President and then Senior Vice President, a role they currently hold. In 2013, they also took on positions at PSIA-E/AASI, serving as part of the Examiner Training Squad and later as an Examiner. Prior to these roles, they worked as a Snowsports Staff Trainer at Loon Mountain Resort since 1996.
Jason Audette received their Master of Business Administration (MBA) degree with a concentration in Finance from Northeastern University, where they attended from 2013 to 2016. Prior to that, they obtained their Bachelor of Science in Business Administration (BSBA) with a focus on Finance from Suffolk University - Sawyer Business School. The exact dates for their undergraduate education are not 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.