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. Martell is a New Business Analyst responsible for working directly with Appleton’s platform and consultant relationships. In doing so, she facilitates the new and closed account process as well as provides ongoing client service. While an undergraduate at Northeastern University, Ms. Martell began interning with Appleton Partners. Upon graduation, she received her B.S. in Business Administration (Finance and Management) and started working as a Sales & Marketing Coordinator at Loomis, Sayles & Company. In 2013, Ms. Martell rejoined Appleton Partners full time as a New Business Analyst. She has also earned the CFA Institute Investment Foundations™ Certificate.

Samantha S. Martell

New Business Analyst