News & Announcements

06.27.2022

Appleton’s Jen Hall Presents 2022 Mass Nonprofit Leadership Award

Appleton Partners was pleased to sponsor the Mass Nonprofit Network’s Leadership Award at their 2022 Nonprofit Excellence Awards on June 22nd.   The Leadership award recognizes a nonprofit senior executive whose “strategic vision, passion, ethical integrity, innovation, and collaborative style have led to a strong record of extraordinary results and has helped to guide his or her organization.”  Appleton’s own Jen Hall was proud to present the 2022 award to Jeanine Murphy, CEO of Emmaus, Inc., a provider of homeless services including, emergency shelter, permanent affordable housing, and comprehensive support.  We applaud Jeanine and all this year’s nominees for their commitment and leadership in the nonprofit community.

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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.
Appleton Partners, Inc., announced today the elevation of two senior members of the municipal investment team who are taking on newly created roles to solidify the firm’s focus on long-term growth.
It is with great sadness that we announce the passing of James Ladge, CFA on September 29, 2023, after a courageous battle with an aggressive illness. On behalf of everyone at Appleton Partners, please join us in keeping Jim’s family in your thoughts.