Appleton Partners Adds to Relationship Management Team
Jesse Martin joins the firm as Vice President, Institutional Sales
Boston (December 1, 2021) – Appleton Partners, Inc., a privately-owned and operated investment advisor based in Boston, MA with $12.5 billion under management1 announced today an important addition to their sales and client service team.
Jesse Martin has assumed a senior business development role working with financial advisors and other intermediaries. He will develop and support advisor relationships at prominent wirehouse and independent broker-dealers through which Appleton’s separately managed account strategies are offered.
Jesse joined Appleton from Hartford Funds Distributors where he served as Regional Vice President, Advisor Consultant. Previously, he was a Vice President, Territory Sales at American Century Investments. He also holds a bachelor’s degree from Hobart College.
“Jesse brings to Appleton extensive experience calling on sophisticated advisor teams and has keen insight into the needs of our distribution partners and their clients. His expertise will be invaluable as our institutional business grows,” stated Jeff Johnson, Senior Vice President, National Sales Manager.
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 $12.5 billion of investor assets (1), 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 December 1, 2021
