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. Hubley has been with Appleton Partners, Inc. since 1995. As Chief Compliance Officer (CCO) for the firm, and for The Appleton Funds, she is responsible for the company’s overall compliance program and adherence to regulatory requirements. In her role as Director of Human Resources, she oversees Staff, Personnel, Office and Client needs. Ms. Hubley was with Citicorp Italy prior to joining Appleton, in their consumer finance division and has over thirty years of experience in Client Service, Sales and Office Management. She is an active member of her local Church where she has served as Chairperson of their Outreach initiative for many years, coordinating monetary and in-kind support for diverse local, national and global organizations. Ms. Hubley attended Florida State University and earned her Investment Adviser Certified Compliance Professional designation (IACCP®) in August 2015 and furthers her professional training in related Compliance studies within the Investment Industry as well as Human Resources Management.

Michele D. Hubley, IACCP®

Senior Vice President
Chief Compliance Officer, Director of HR

"We see our clients as living, breathing people, not account numbers, or a statistic. When clients engage us for our portfolio management services, they entrust us with so much more than just their money. There is unspoken hope that we will really understand them, their family situation, their needs, concerns, their futures, and wellbeing and maintain that in the forefront at all times, providing not just a financial service but mindful, investment advisory care. That is our bottom line focus in all we do and what we look to deliver every day."