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. Audette is a Trader and Assistant Portfolio Manager for Appleton’s Fixed Income Group. He is primarily responsible for researching securities, portfolio analytics, and executing trades for the Taxable Fixed Income Strategy. Mr. Audette also services clients in the larger platform-based relationships offering portfolio reviews and communicating market updates. He serves as a member of Appleton's Fixed Income Investment Committee and Operating and Technology Committee. Prior to joining Appleton in 2011, Mr. Audette worked for BNY Mellon’s Private Wealth Management group where he was a Fixed Income Portfolio Manager and Trader and was actively involved in executing specific strategies in the portfolio build-out process. Mr. Audette received his MBA from Northeastern University's D’Amore-McKim School of Business and also earned his B.S. in Finance from Suffolk University.

Jason D. Audette

Vice President
Trader and Assistant Portfolio Manager

"At Appleton we take a “hands on approach” and actively manage each and every account. We understand that each of our clients has different needs, and when the market environment gets difficult or when our client’s needs change we utilize our vast experience and superior technology to carry out what is best for our clients."