Role at Appleton
Redis plays an important role on the New Business Team, working directly with Appleton’s large platform-based relationships, registered investment advisors and direct clients to onboard and service the relationships. He handles a wide variety of client service requests of an operational, analytical and relationship support nature, while also facilitating the new and closed account process.
Professional Experience
Prior to joining Appleton Partners in 2012, Redis worked at Hooker & Holcombe as an Investment Operations Analyst. He has also earned the CFA Institute Investment Foundations® Certificate and completed the Chartered Financial Planner (CFP) Certificate Program at Boston University.
Education
M.S., Central Connecticut State
B.A., University of Connecticut
Personal Notes
Redis grew up in Connecticut and currently resides in Revere, MA with his wife and two sons. He enjoys traveling, soccer, running, and going to New England Revolution games. In his spare time, he also helps coach his son’s soccer team.
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