News & Announcements

09.17.2024

Greg Lally & Ben Holcombe Join Clarendon Private Webinar to Discuss Opportunities to Extend Duration

Tucker Hamlin, an Investment Specialist at Clarendon Private, was joined by Appleton’s Greg Lally and Ben Holcombe in a recent webinar exploring “the strategic advantages of extending duration beyond cash holdings and underscores the critical role of active management during economic shifts.”

Learn More

Appleton adds Oana Bandar, CFA and Tristan Lau to Appleton's Municipal Team...
Thomas Hagstrom, CFA, has been named Director of Business Development, Private Client Services. He joins Appleton Partners from Charles Schwab & Co. where he served as Managing Director and Head, Client Portfolio Strategist Group.
Appleton is proud to announce that our firm was identified as the 5th largest fee-only RIA in the Northeast Region by Investment News for 2023.