Appleton Partners, Inc.
Kelly McKernan has a strong background in finance and investment management. Kelly started their career as a Lender at North Fork Bank in 1987 and later worked as a Bank Liquidator at the Federal Deposit Insurance Corporation from 1992 to 1994. McKernan then moved on to Deutsche Bank (formerly Scudder Stevens & Clark) where they served as Vice President of Defined Contribution Sales & Marketing from 1994 to 2004. Kelly then became a Vice President at Bernstein Global Wealth Management from 2004 to 2010. McKernan's next role was as a Senior Vice President & Portfolio Manager at Boston Private Bank from 2011 to 2015. Currently, they are working as a Senior Vice President and Portfolio Manager at Appleton Partners, Inc. since 2015, where they manage investment portfolios for private clients.
Kelly McKernan has a Bachelor of Science degree in Management Science & Marketing from SUNY Geneseo. Additionally, they hold a Master of Science in Finance degree from Boston College Carroll School of Management. However, no specific start or end years were provided for either educational accomplishment.
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.