Thomas Hagstrom, CFA, Named Director of Business Development
BOSTON (May 1, 2024) – Appleton Partners, Inc., a privately-owned and operated investment advisor based in Boston, MA with nearly $12.7 billion under management1 announced today the addition of a senior sales director within its Private Client Services business.
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. In his new role, Tom will develop and lead the execution of Appleton’s private client sales strategy, working through referral partnerships and on a direct basis.
“Tom brings extensive investment product and marketing experience and will play an integral role in developing new relationships with high net worth individuals, families, and non-profit institutions. Significant investments in our portfolio management, trading, and operational infrastructure position us well for growth, and we are excited to add a seasoned sales executive to our team,” stated James M. O’Neil, Jr., Esq., Managing Director, Private Client Services.
Tom earned an MBA from the University of Chicago and is also a graduate of the United States Military Academy at West Point.
CONTACT:
Robert Krantz, (617) 303-0788, [email protected]
ABOUT APPLETON PARTNERS, INC.
Appleton Partners is a 100% employee-owned and operated investment advisor founded in 1986 and located in Boston, MA. Entrusted with nearly $12.7 billion of investor assets1, Appleton Partners manages customized separate accounts for individual and institutional investors, while also serving the financial planning and wealth management needs of private clients.
1.As of May 1, 2024
