News & Announcements

09.17.2024

Greg Lally & Ben Holcombe Join Clarendon Private Webinar to Discuss Opportunities to Extend Duration

Tucker Hamlin, an Investment Specialist at Clarendon Private, was joined by Appleton’s Greg Lally and Ben Holcombe in a recent webinar exploring “the strategic advantages of extending duration beyond cash holdings and underscores the critical role of active management during economic shifts.”

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"The devastating Los Angeles area wildfires are front and center in our minds."
"Appleton Partners, Inc., is pleased to announce that Caroline Schmidt, CFA, Municipal Research Analyst, has been named Treasurer of the Boston Municipal Analysts Forum (“BMAF”)."