News & Announcements

10.20.2022

Whitney Fitts Joins Bloomberg TV’s Taylor Riggs to Highlight Today’s Municipal Market Environment

Whitney Fitts, CFA, SVP, Portfolio Manager, joined Taylor Riggs on Bloomberg TV’s Muni Moment to offer comments on rate volatility and the municipal bond market. Hear their conversation on the Fed, interest rate expectations, inflation, and market conditions.

WATCH HERE

Appleton adds Oana Bandar, CFA and Tristan Lau to Appleton's Municipal Team...
Thomas Hagstrom, CFA, has been named Director of Business Development, Private Client Services. He joins Appleton Partners from Charles Schwab & Co. where he served as Managing Director and Head, Client Portfolio Strategist Group.
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.