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. Sullivan is the Fixed Income Operations Analyst at Appleton Partners. She is responsible for the processing and settlement of trades done by the Fixed Income trading desk. Prior to joining Appleton in March of 2015, she held positions in both Asset Servicing and Wealth Management with the Bank of New York Mellon. Ms. Sullivan received a B.S in Sport Management from the Isenberg School of Management at the University of Massachusetts-Amherst and spent two years working in minor league baseball before entering the world of finance.

Loretta K. Sullivan

Fixed Income Operations Analyst