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. 

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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.

Investment Management

Appleton Partners, Inc.

Douglas Chamberlain

Michael Digiando

Margaret Brennan

James Quealy

Robert Conley Cfa

Samantha S. Martell

Jason Cook

Walter Zagrobski

Nancy Place

Kerry Needham

Jason Audette

James Bosland

Anson Clough

Megan McKenna

Kelly McKernan

Ryan Tracy

Jason Apruzzese

Geoff Chamberlain

Jill T.

The Finance Operations Team at Appleton Partners, Inc. is responsible for optimizing financial processes and managing key corporate financial activities. They work closely with private client services to ensure effective trading and portfolio implementation, while also overseeing business systems that support a seamless client experience. By focusing on transparency and personalized account management, the team aligns operational functions with the firm's commitment to tailored investment solutions.

Finance Operations Team

Investment Analysis Team

Leadership Team

Finance Operations Team

About

Team members

Other teams at Appleton Partners, Inc.

Investment Analysis Team

Leadership Team