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. Place is a Portfolio Manager at Appleton Partners and responsible for the development and investment management of new client relationships for Appleton and Cambridge Appleton Trust. Ms. Place has over 30 years experience in the investment management and private wealth management industry. She is part of the equity research and strategy committee at Appleton. Her responsibilities include providing financial and investment planning as well as assisting clients with establishing an asset allocation strategy given their overall risk tolerance and cash flow requirements. Prior to joining Appleton in 2003, Ms. Place held many positions in private wealth management area with United States Trust Company of Boston, BayBank Harvard Trust and Gardner Preston and Moss. She is a current member of the Boston Estate Planning Council, The Boston Family Office Group, Family Firm Institute, Women in Finance, and The Vincent Club, an organization that supports the Vincent Memorial Hospital at Massachusetts General Hospital. Ms. Place is a graduate of Bentley College, Simmons Graduate School of Management and Boston University’s College of Financial Planning.

Nancy H. Place

Senior Vice President
Portfolio Manager

"Our role is clear: to manage your investable assets in a way that matches your financial goals and objectives, while containing risk and providing a competitive return. It's the way we create trust and build relationships."