Appleton’s Whitney Fitts, CFA Featured on the Impact Investing Panel at ESG East Summit

Appleton’s Whitney Fitts, CFA participated on the “Focus on Impact Investing Panel” at Portfolio Summits ESG East Summit held April 27^th at Westin Copley Place. Whitney was joined by Ron Homer of RBC Global Asset Management, Will Tickle of Ballentine Partners, Diego Candida of Clarity.Ai, Brian Waldner of New England Impact Investing Initiative, and Christina Marin of Massachusetts Bay Transportation Authority. During this panel the group discussed “how impact investing differs from ESG and SRI, how to leverage investments to create meaningful change, and how the meaning of impact investing can differ between institutions.”

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01.16.2024

Appleton Among Largest Fee-Only RIAs for 2023 According to Investment News

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.

01.08.2024

Appleton Partners Strengthens Municipal Investment Team

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.

10.02.2023

In Memoriam

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.