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. Kelmendi is a New Business Analyst. He is responsible for working directly with Appleton’s large platform-based relationships, registered investment advisor relationships and direct client relationships, providing routine client services. Prior to joining Appleton Partners in July of 2012, he worked at Hooker & Holcombe as an Investment Operations Analyst. Mr. Kelmendi received a B.A. in Political Science from University of Connecticut and a M.S. in International Studies from Central Connecticut State University. He has also earned the CFA Institute Investment Foundations™ Certificate and completed the CFP Certificate Program at Boston University.

Redis Kelmendi

New Business Analyst