The Leadership Team at Appleton Partners, Inc. is responsible for guiding the company's strategic vision and operational excellence in wealth management. Comprising senior executives with expertise in client services, portfolio management, and research, this team focuses on fostering strong client relationships, ensuring investment strategies are aligned with individual goals, and driving the firm's commitment to personalized financial solutions. Together, they cultivate a culture of transparency and collaboration, reinforcing Appleton's position as a trusted partner in the financial services industry.
Anson Clough
Managing Director, Fixed Incom...
Geoff Chamberlain
Senior Vice President - Portfo...
James Bosland
Senior Vice President
Jason Apruzzese
Vice President, Municipal Rese...
Jason Audette
Senior Vice President
Kelly McKernan
Senior Vice President And Port...
Kerry Needham
Senior Vice President
Nancy Place
Senior Vice President
Tim Delaney Cfa, Cmt
Vice President, Head Of Privat...
Walter Zagrobski
Senior Vice President
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