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. Tracy works alongside Portfolio Managers and Analysts as a Trader on the Fixed Income team, to identify the needs and objectives of client portfolios and to ensure that those specific needs are met in the investing process. Mr. Tracy works primarily in the Intermediate Municipal strategy, but assists in the transaction process for all fixed income strategies at the firm. He manages specific bid lists, assists with cash management, and is actively involved in execution for both secondary and new issue trading. He leverages his technology expertise to broaden Appleton access to electronic trading networks and to track portfolio needs. Prior to joining Appleton in 2011, Mr. Tracy worked in the Capital Markets Group at Leerink Swann managing the Retail Fixed Income initiative and supporting the Institutional Fixed Income team in both Sales and Trading. Prior to Leerink Swann, Mr. Tracy traded for Moors & Cabot as a generalist on the Fixed Income Retail and Institutional teams. Mr. Tracy received a B.S. in Business Administration from Saint Michael’s College in 2007.

Ryan G. Tracy

Assistant Vice President
Trader and Portfolio Analyst

"Our team approach combined with research and market depth gives us the ability to manage fixed income portfolios to the specific needs of our clients. As the markets continue to move we focus on keeping the client objectives our first priority, assessing the market and finding value to fit their various needs."