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Appleton Portfolio Managers

Our team of fixed income portfolio managers work collaboratively to meet the investment needs of financial intermediaries and their clients.

Institutional Portfolio Management Team

Anson C. Clough, CFA, CFP®

Senior Vice President
Managing Director, Fixed Income

Gregory A. Lally

Senior Vice President
Fixed Income Portfolio Manager

James C. Quealy, CFA

Senior Vice President
Head of Municipal Trading

James L. Bosland, CFA

Senior Vice President
Fixed Income Portfolio Manager

Jason Audette

Senior Vice President
Fixed Income Portfolio Manager and Research Analyst

Ryan G. Tracy

Vice President
Portfolio Manager and Research Analyst

Whitney Pearce Fitts, CFA

Senior Vice President
Head of Municipal Portfolio Management
Questions?

800.338.0745
617.338.0700

[email protected]

One Post Office Square
Boston, MA 02109

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