Role at Appleton
Ben is a member of our Institutional Sales and Marketing teams. He manages relationships with advisors and home office partners in the wealth management and turnkey asset management (TAMP) channels and supports strategic marketing initiatives across Appleton’s institutional business.
Professional Experience
Prior to joining Appleton, Ben was a Registered Associate with Graystone Consulting, Morgan Stanley’s institutional investment consulting business. Before Graystone, he was an Internal SMA Sales Representative at Federated Investors supporting financial advisors in the wirehouse channel.
Education
M.B.A., Boston University Questrom School of Business
B.A., Saint Lawrence University
Personal Notes
Ben and his wife Amanda live in Medford, MA. In his free time, he enjoys hiking, both in the White Mountains of New Hampshire and abroad, as well as reading and travel.
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.
