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. Brennan joined Appleton Partners in June of 2014 and is an Assistant Portfolio Manager. In her current role, she concentrates on the needs of each client by working in collaboration with the clients’ portfolio managers, attorneys, accountants, and trustees. Additionally, she works directly with the clients’ portfolio managers on the execution of equity trades. She is also part of the New Business onboarding team and assists with various Office Management tasks on occasion. Ms. Brennan received her B.B.A with a concentration in Finance and a minor in Information Systems from Loyola University Maryland. She has also earned the CFA Institute Investment Foundations™ Certificate.

Margaret J. Brennan

Assistant Portfolio Manager