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. Fitts is a Trader and Research Analyst for Appleton’s Fixed Income Department. Ms. Fitts is responsible for researching securities, analyzing portfolios and executing trades for the Municipal Bond products. She also has portfolio management responsibilities. She is a member of Appleton’s Fixed Income Investment Committee. Ms. Fitts has over 7 years of experience working on the Appleton Fixed Income team. Prior to joining Appleton in 2003, she held various positions with the Trustees of Reservations, as well as the Hurricane Island Outward Bound School in Key Largo, Florida. Ms. Fitts received a B.A. in Economics-Mathematics from Colby College and holds the Chartered Financial Analyst designation. Additionally, she is studying for the Certified Financial Planner designation. She has completed the Business Bridge Program at the Amos Tuck School of Business at Dartmouth College. Ms. Fitts is a member of the Boston Security Analysts Society and the CFA Institute. She is also a member of the Boston Municipal Analysts Forum.

Whitney Pearce Fitts, CFA

Vice President
Trader and Research Analyst

"We are here to help you find customized solutions to your investment needs. Tax considerations, income and liquidity needs are among the many factors that we consider. The goals of our trading, research and portfolio management functions focus around you, the client."