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. Ladge is the Chief Operating Officer at Appleton Partners with responsibility for both individual and institutional relationships. Jim has been with Appleton since 1993, and during this span has been involved with the management of equities, taxable and municipal bonds. In his current role, Mr. Ladge is very active in the day to day management of Appleton from a corporate standpoint, and as a senior member of the Municipal Team, helps create and implement the team’s investment strategy. Mr. Ladge is a graduate of Syracuse University where he received a B.A. in Economics. He earned his CFA designation in 1995 and his MBA from Boston University in 1997. He is an active member of the CFA Institute as well as the Boston Security Analyst Society.

James I. Ladge, CFA

Chief Operating Officer
Fixed Income Portfolio Manager

"If we can help make our clients feel secure and allow them to focus on aspects of life other than their financial world on a day to day basis, then we're doing our job. We review our clients' existing investments and explore new alternatives on an ongoing and regular basis."