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

Ms. Jennings joined Appleton Partners in February of 2016. Her primary responsibilities focus on integrating data from various sources in-house to manage RFP’s, proposals and questionnaires concerning assets, performance, portfolio characteristics, holdings, risk statistics, and maintaining marketing language in databases. In addition, she also provides support in the research process and serves as liaison between equity traders, brokers and the operation team for mutual fund and equity trading. Prior to joining the firm, Ms. Jennings was an Assistant Trust Operations Manager at Cambridge Appleton Trust, N.A. Ms. Jennings received a Bachelor of Science in Finance from Roger Williams University.

Danielle M. Jennings

RFP/Database Management
Trade Support Analyst