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. McKernan is a Senior Vice President and Portfolio Manager at Appleton Partners, Inc. responsible for managing investment portfolios for private clients to include individuals, families, endowments and foundations. She is a member of Appleton’s Equity Investment Committee. Prior to joining Appleton, Ms. McKernan was a Portfolio Manager at Boston Private Bank & Trust. Previous to this position, she was a Financial Advisor for the Private Client Group of Bernstein Global Wealth Management. Ms. McKernan also spent ten years at Deutsche Bank (formerly Scudder, Stevens and Clark), worked for the Division of Liquidation at the FDIC and held various financial roles for North Fork Bank in New York. Ms. McKernan currently serves on the Board of Trustees for the Boston Conservatory and the Board of Directors for the Animal Rescue League of Boston. She previously served on Board of Directors for the Boston Estate Planning Council. Ms. McKernan earned a Master of Science in Finance from Boston College and a Bachelor of Science in Management Science and Marketing from the State University of New York at Geneseo.

Kelly C. McKernan

Senior Vice President
Portfolio Manager

"A central tenet of a successful wealth management relationship is the commitment to build a long-term, trusting relationship with every client. The strength of our client relationships, coupled with the customization of investment portfolios and proper risk management, helps our clients achieve financial success and peace of mind. At Appleton Partners, we are committed to putting the interests of clients first at all times."