Role at Appleton
Jen is a Portfolio Manager and Financial Planner on the Private Client Services team. She works in close collaboration with attorneys, accountants, and trustees to assist individuals, families, and non-profit relationships achieve their wealth management and financial planning goals. Jen is also a member of Appleton’s Equity Investment Committee.
Professional Experience
Prior to joining Appleton in 2016, Jen served as the Trust Administrator at Cambridge Appleton Trust. She has completed the Financial Planning Program at Boston University and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2019. Jen is also a member of the Boston Estate Planning Council.
Education
B.S., Roger Williams University
Personal
Jen resides in Malden, MA and enjoys spending time with her family and friends. She is an avid New England sports fan and enjoys cooking and practicing yoga in her spare time.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
