A Trusted, Engaged Investment Partner for the Long-Term

An entrusted financial partner since 1986, we take stock
in relationships as well as investment performance to meet
the individual needs of our clients.

Appleton's seasoned team of support professionals adds significant and valuable depth to the organization. With their various talents and experiences, they provide the backbone of continuity and dependability of which Appleton has built its reputation. They are dedicated to their roles and vital to the success of our product.

Peter W. Ambrozavitch

Operations and Reconciliation

Aimee M. Barnes

Assistant Portfolio Manager

Margaret J. Brennan

Assistant Portfolio Manager

Matthew C. Casieri

Operations & Controls Analyst

Patrick M. Creahan

Municipal Bond Research Analyst

Michael J. DiGiando, PMP

Operations Analyst

Jennifer M. Hall

Assistant Portfolio Manager

Benjamin P. Holcombe

Marketing Analyst

Elizabeth Hutchinson

Fixed Income Trading Assistant

Danielle M. Jennings

RFP/Database Management
Trade Support Analyst

Redis Kelmendi

New Business Analyst

Megan E. McKenna

Office Manager

Santina M. Riley

Assistant Portfolio Manager

Samantha D. Sharkey

New Business Analyst

Loretta K. Sullivan

Fixed Income Operations Analyst