Caroline R. Schmidt, CFA
Municipal Research Analyst
Assistant Vice President
BOSTON (January 7, 2025) – Appleton Partners, Inc., a privately-owned and operated investment advisor based in Boston, MA with $13.4 billion under management1 is pleased to announce that Caroline Schmidt, CFA, Municipal Research Analyst, has been named Treasurer of the Boston Municipal Analysts Forum (“BMAF”). She will serve in this Board position for a 3-year term that began on January 1, 2025.
The BMAF is the local chapter of the National Federation of Municipal Analysts and was established to host educational and social events that support the professional development of the local municipal analyst community.
“Caroline’s selection to this Board role reflects her emerging leadership in the municipal bond community and Appleton’s strong commitment to the tax-exempt markets,” Nathan W. Harris, CFA, Director of Municipal Research, emphasized.
Appleton’s latest market insights and perspectives are available by visiting www.appletonpartners.com/insights.
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 $13.4 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.
- As of December 31, 2024
