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. Hall joined Appleton Partners in January of 2016 and is an Assistant Portfolio Manager focusing on the individual needs of clients in collaboration with the clients' portfolio managers, attorneys, accountants and trustees. She is also part of the New Business on boarding team and assists with various Office Management responsibilities from time to time. Prior to joining Appleton, she served as the Trust Administrator at Cambridge Appleton Trust. Ms. Hall graduated cum laude from Roger Williams University where she received her Bachelor of Science in Management.

Jennifer M. Hall

Assistant Portfolio Manager