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. O’Neil is Senior Vice President, Managing Director of Appleton’s National Wealth Planning Advisory Services platform of products and services, providing wealth planning strategies for individuals, trusts and institutions. His expertise includes guiding clients and their families through estate planning, investment, tax and gifting strategies, and he is a member of the Investment and Risk Committees at Appleton. Prior to joining the firm, Mr. O’Neil was President & CEO of Cambridge Appleton Trust, N.A. Previous to this position, he held the positions of Senior Vice President and Chief Fiduciary Officer at Eastern Investment Advisors. Mr. O’Neil graduated from Boston University Magna Cum Laude and received his Juris Doctorate from the University of Maine School of Law. He is the Past President of the Boston Estate Planning Council and is the former Chair of the Massachusetts Bankers Trust Executive Committee. He is also a former Board Member of the Caritas Carney Hospital Foundation and served on the Board of Directors of the New England Chapter of the Family Firm Institute.

James M. O'Neil, Esq.

Senior Vice President
Managing Director of National Wealth Planning Advisory Services

"Our clients look to Appleton Partners not only for our expertise in portfolio management, but also to guide them through the complexities of investment strategies, estate planning options and tax requirements. We clearly understand the uniqueness of each circumstance. We partner with our clients and their advisors to simplify and add value to their financial future, as well as, provide peace of mind."