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. Hutchinson is a Trading Assistant who supports the Portfolio Managers and Traders on the Fixed Income team. She is responsible for maintaining data at the account level and strategy level. She manages and monitors the cross bid list process with respect to cash. Before joining the fixed income team in June, she worked in the operations department. Prior to joining Appleton Partners in December of 2011, she worked at Bank of New York Mellon settling trades. Ms. Hutchinson received a B.S. in Accounting from University of Massachusetts.

Elizabeth Hutchinson

Fixed Income Trading Assistant