Appleton Partners, Inc.
Nancy Place has over 20 years of experience in the financial industry. Nancy worked as a Senior Vice President at Appleton Partners, Inc. from 2003 to present. Prior to that, they were a Vice President at USTrust Company of Boston and USTrust from 1996 to 2003. Nancy also served as a Vice President Private Banking at BayBank from 1986 to 1996. Nancy began their career as an Analyst and Trust Officer at Gardner and Preston Moss from 1982 to 1986, and prior to that, they worked as a systems and financial analyst at State Street Research from 1980 to 1982.
Nancy Place began their education at Bentley University in 1977, where they earned a Bachelor of Science (BS) degree in Finance in 1981. Nancy then pursued a Master of Business Administration (MBA) degree in Finance at Simmons College Graduate School of Management from 1988 to 1991. Nancy further expanded their knowledge in the field of Finance by attaining a Master's in Financial Planning (MFP) from Boston University between 1998 and 2001. Additionally, they undertook studies in Trust Administration at Northwestern University - Kellogg School of Management from 1992 to 1994.
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.