Appleton Partners, Inc.
Margaret Brennan's work experience includes:
- Assistant Vice President at Appleton Partners, Inc. from April 2019 to present (ongoing)
- Assistant Portfolio Manager at Appleton Partners, Inc. from November 2014 to present (ongoing)
- Project Analyst Intern at Appleton Partners, Inc. from June 2014 to October 2014
- Financial Analyst Intern at WMS Partners, LLC from January 2014 to May 2014
- Planning and Allocation Intern at Casual Male Retail Group from June 2012 to August 2012.
Margaret Brennan attended Loyola University Maryland from 2010 to 2014, where they earned a Bachelor of Business Administration (B.B.A.) degree with a focus in Finance and Information Systems. In 2013, they participated in a study abroad program at University College Cork. Prior to their university studies, they completed their high school education at Hingham High School from 2006 to 2010.
This person is not in any teams
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.