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.