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. Creahan is a Research Assistant on the Municipal Bond Research team working with the Director of Fixed Income Research and team in the day to day implementation of Appleton’s municipal research efforts. Prior to joining Appleton, he spent two years with US Bank’s Corporate Trusts Services division, where he was a portfolio administrator in the Collateralized Debt Obligation group. Mr. Creahan received a B.A. in Economics from Lafayette College in 2014 and is a 2017 Level II CFA Candidate.

Patrick M. Creahan

Municipal Bond Research Analyst