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. Chamberlain is CEO of Appleton Partners, Inc. and a founder of both Appleton and Cambridge Appleton Trust N.A. The firms currently manage client relationships in 47 states and 5 countries. He is responsible for the oversight and day to day management of Appleton Partners, Inc. Along with the company’s Board of Directors, he sets the mission and strategy for API. He’s a member of the firms’ Fixed Income and Equity Investment Committees, and Chairs the Planning Policy Committees of the company’s Advisory Board. In addition to his corporate responsibilities, Mr. Chamberlain oversees relationships for Appleton’s individual clients, trusts, endowments, pensions and foundations. Mr. Chamberlain’s investment career spans over forty years, beginning with the Old Colony Trust Division of the First National Bank of Boston, the Industrial National Bank of Providence R.I., and for twelve years serving as Director of Research for two Boston based wealth management organizations before co-founding Appleton. He has been actively involved on the Advisory Board of Boston University’s School of Management and with the founding and development of BU’s MSIM (Master’s of Investment Management) degree program; the first graduate program in the U.S. to be designated a Partner with the CFA Institute. He has been involved in academia as executive speaker, advisor and mentor throughout his career. He’s sits on the various Boards of, and is an advisor to: Franciscan’s Hospital for Children, Bay Cove Human Services, Opera Boston, and the Joshua Lawrence Chamberlain Museum, in Brunswick, ME. Mr. Chamberlain received his Bachelors of Applied Science and Masters of Business Administration from Boston University.

Douglas C. Chamberlain, CFA

President
CEO

"Our investment process is designed to meet the individual objectives of every client and family group. We do not produce a one-size-fits-all investment strategy, we tailor integrated, tax-efficient, personalized programs focused on your evolving requirements."