Role at Appleton
Drew is a Corporate Bond Research Analyst and Macro Strategist within Appleton’s Fixed Income team. He maintains the firm’s Corporate credit approval universe and assists in portfolio positioning decisions for the High Grade Intermediate Government Credit and Crossover fixed income strategies. He also works closely with the Marketing group on the firm’s macroeconomic and market commentary. Drew is a member of Appleton’s Fixed Income Investment Committee.
Professional Experience
Prior to joining Appleton, Drew had nearly ten years of performance measurement and attribution experience, most recently at Brown Brothers Harriman, where he was the Performance Manager overseeing the Performance Measurement & Attribution department. Previously, he had worked for BNY Mellon and State Street Corporation. Drew is a CFA® charterholder and holds the CFA Institute’s Certificate in Investment Performance Measurement (CIPM) designation.
Education
B.A., Middlebury College
Personal Notes
Drew is a competitive cyclist and an avid guitarist, and enjoys hiking, cooking, music, and travel. Originally from the Northern Berkshires, he and his wife currently live in Somerville, Massachusetts. His retirement dream of running a small Neapolitan style pizza and craft cocktail restaurant, he suspects, is probably much more fun as a dream than a reality.
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