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

Mr. Casieri is the Operations & Controls Analyst at Appleton Partners. In this role, he oversees the daily reconciliation process and interfacing with custodial data. He also supports the processing and settlement of trades. Prior to joining Appleton full-time in 2017, Mr. Casieri was a Clients & Investments intern at Appleton. He received his B.A. in Economics and Mathematics from Bates College.

Matthew C. Casieri

Operations & Controls Analyst