Appleton Partners Logo
Search
Close this search box.
START THE CONVERSATION

Appleton Portfolio Managers

Our team of institutional portfolio managers is ready to serve you and help you meet your financial management needs.

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

Learn more
Legal
Engage with Us

"*" indicates required fields

Name*
Follow us
Linkedin

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service

© Appleton Partners, Inc. website by fishnet

Start The Conversation