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

Ms. Kelliher is the Director of Municipal Fixed Income Research at Appleton. In her role as Director, her primary responsibility is to conduct in-depth, proprietary research on municipal bonds in the marketplace and surveillance on bonds currently held in client portfolios. Prior to joining Appleton in June 2009, she was an Associate Partner of Wellington Management Company where she served as Vice President in the Fixed Income Research Department for 10 years. Previous to Wellington, she spent 10 years at MFS Investment Management where she held the roles of short-term trader and research analyst in the municipal bond group. Ms. Kelliher is a member of the National Federation of Municipal Analysts and the Boston Municipal Analyst Forum. She received her B.S. from Fitchburg State College.

Janet M. Kelliher

Senior Vice President
Director of Municipal Fixed Income Research

"More today, than at any other time in the history of the municipal bond market, it is essential to have a robust research process. By incorporating a thorough and thoughtful approach to analyzing individual credits, through both quantitative and qualitative measures, we strive to ensure the peace of mind that a municipal bond portfolio is meant to provide, so our clients can sleep at night…..and we can too."