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.

Kathleen M. Burge

Executive Vice President
Treasurer

Jason D. Audette

Vice President
Trader and Assistant Portfolio Manager

James L. Bosland, CFA

Senior Vice President
Fixed Income Portfolio Manager

Lauren B. Brown

Assistant Vice President
Trader and Portfolio Analyst

Daniel T. Buckley, CFA

Vice President
Portfolio Manager and Sr. Research Analyst

Geoffrey D. Chamberlain, CFA

Vice President
Portfolio Manager and Sr. Research Analyst

Anson C. Clough, CFA, CFP(TM)

Managing Director
Fixed Income

Jason R. Cook, CFA

Assistant Vice President
Research Analyst

Gary B. Crofton

Senior Vice President
Fixed Income Portfolio Manager

Benjamin T. Doherty, Esq.

Assistant Vice President
Legal & Compliance

Gregory J. Donoghue

Chief Information Officer

Whitney Pearce Fitts, CFA

Vice President
Trader and Research Analyst

Nathan W. Harris, CFA

Vice President
Municipal Credit Analyst

Michele D. Hubley, IACCP®

Senior Vice President
Chief Compliance Officer, Director of HR

H.L. Jeffrey Johnson

Senior Vice President
Consulting and Wealth Management Services

Janet M. Kelliher

Senior Vice President
Director of Municipal Fixed Income Research

James I. Ladge, CFA

Chief Operating Officer
Fixed Income Portfolio Manager

Gregory A. Lally

Senior Vice President
Fixed Income Portfolio Manager

Richard B. MacKinnon

Senior Vice President
Wealth Management Services

Kelly C. McKernan

Senior Vice President
Portfolio Manager

Lauren E. Middleton

Manager
Institutional Client Services

Lori J. Nazzaro

Manager
Senior Operations Manager

Kerry L. Needham, IACCP®

Vice President
Manager Private Client Services and Compliance Officer

James M. O'Neil, Esq.

Senior Vice President
Managing Director of National Wealth Planning Advisory Services

Drew Peterson, CFA, CIPM

Assistant Vice President
Performance & Marketing Analyst

Nancy H. Place

Senior Vice President
Portfolio Manager

James C. Quealy, CFA

Vice President
Trader and Research Analyst

Jill L. Timlin

Assistant Vice President
Manager Marketing Communications

Ryan G. Tracy

Assistant Vice President
Trader and Portfolio Analyst

Walter Zagrobski

Senior Vice President
Portfolio Manager

Mr. Clough is Managing Director of Appleton’s Municipal Fixed Income Department with oversight of Portfolio Management, Trading and Research. He is a member of Appleton’s Fixed Income Investment Committee which is critical in determining Appleton’s yield curve management. Prior to joining Appleton Partners in 2000, Mr. Clough was a Vice President at Scudder Kemper Investments where for the prior 7 years he was a Senior Municipal Credit Analyst focusing on the Investment Grade Municipal Bond Universe. Mr. Clough is a member CFA Institute, Boston Security Analyst Society, National Federation of Municipal Analysts and the Boston Municipal Analyst Federation. He is also on the Board of Directors for Marblehead Youth Lacrosse and is an active coach for Marblehead Youth Football and Soccer. He graduated from Bates College in Lewiston, Maine with a B.A. in Economics. He also has the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) (TM) designations.

Anson C. Clough, CFA, CFP(TM)

Managing Director
Fixed Income

"Our Clients have diverse needs and wants for their investments. Our goal is to build and deliver a municipal bond portfolio that meets those needs. Putting all of the wants and needs together in the current investment environment is a giant puzzle and that is what makes this job so interesting!"