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. McKenna is the Office Manager. She is responsible for the day-to-day operations and management throughout the office. She is also responsible for administrative support to the CEO, organizing both corporate and charitable events and Board of Directors meetings. She also trains and works closely with all college level interns. Ms. McKenna has been an employee of Appleton Partners since February of 2007. Prior to that, she earned a B.A. in Communications from the University of Dayton in Dayton Ohio.

Megan E. McKenna

Office Manager