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.

Peter W. Ambrozavitch

Operations and Reconciliation

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

Samantha S. Martell

New Business Analyst

Megan E. McKenna

Office Manager

Santina M. Riley

Assistant Portfolio Manager

Loretta K. Sullivan

Fixed Income Operations Analyst

Mr. Holcombe is a Sales and Marketing Associate with Appleton’s asset management division. In his role, Mr. Holcombe works with the relationship management and marketing teams to support the firm’s business development efforts. Prior to joining Appleton, Mr. Holcombe was a Registered Associate with Graystone Consulting, Morgan Stanley’s institutional investment consulting unit. Before Graystone, he served as an Internal SMA Sales Representative at Federated Investors. He received his B.A. from St. Lawrence University. He has also earned the CFA Institute Investment Foundations™ Certificate.

Benjamin P. Holcombe

Marketing Analyst