Role at Appleton
Bobby is responsible for leading the firm’s performance analysis and reporting efforts, including calculation, quality control, and reporting of account and composite level data, as well as GIPS compliance. He also has an important performance related role in the marketing and client service process.
Professional Experience
Prior to joining Appleton, Bobby was a performance analyst at Manulife Investment Management. Previously, he was an analyst at SCS Financial and Athena Capital Advisors. Bobby is a CFA® charterholder, and he also holds the CFA Institute’s Certificate in Investment Performance Measurement (CIPM) designation.
Education
B.S., University of Massachusetts Amherst
Personal Notes
Bobby resides in Mansfield with his family. In his spare time, he enjoys cycling, hiking, skiing, golfing, and cooking.
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