News

July 21

Appleton Partners Included as One of the Largest Independent Advisers in Massachusetts

Appleton Partners is excited to announce that our firm was ranked as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 8th largest in total assets under management as of June 1, 2021.

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June 01

Appleton Partners Announces Changes and Addition to Municipal Research Team

Janet Kelliher, after a distinguished career in the municipal markets, will be retiring effective June 30, 2021. Nathan W. Harris, CFA®, currently Co-Head of Municipal Research with Janet, will be assuming sole leadership of the department at that time. Jason Apruzzese, CFA® has also joined the firm as a Vice President.

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June 01

Municipal Impact Strategy Offers HNW Investors a Unique Value Proposition

Appleton Partners is pleased to announce the introduction of a separate account strategy offering investors an ability to direct capital to American communities where it is most needed while potentially enhancing tax-exempt income and total return.

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April 14

Jennifer Hall, CFP® Featured in Millennial Investment Discussion

Fostering greater engagement of millennials in retirement savings and financial planning is an important industry challenge. Jennifer Hall, CFP® contributed to the dialogue as a Portfolio Summits panelist in a recent Millennial Money Management symposium.

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April 12

Jeff Johnson Comments on Bond Market Developments

Jeff Johnson, National Sales Manager, offers perspective concerning the bond markets on TD Ameritrade’s broadcast network.  Hear his thoughts concerning municipals, Treasury yields, and the Federal Reserve’s policy outlook.  @TDANetwork

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October 14

Jim O’Neil Named to National Estate Planning Board

Appleton Partners is proud to announce that James M. O’Neil, Jr., Esq., AEP®, SVP and Managing Director of Private Client Services, has been named to the Board of Directors of the National Association of Estate Planners & Councils (NAEPC).

 

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September 11

Kyle Lortie Featured on TD Ameritrade Network

Kyle Lortie, VP of Institutional Sales, was interviewed by Oliver Renick of TDAmeritrade on “Morning Market Live” on 9/10/20.  Hear their conversation concerning inflation and interest rates, Fed policy, the fixed income markets and municipal credit conditions. @TDANetwork

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August 27

Strategic Municipal Crossover Named “Top Gun” Municipal Strategy

Appleton Partners has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database.  Our Strategic Municipal Crossover separate account strategy earned this designation based on top ten returns amongst all municipal strategies tracked by PSN over the one year ended 6/30/20.

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July 22

Appleton Partners Cited as One of the Largest Independent Advisers in Massachusetts

Appleton Partners is pleased to have been listed as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 7th largest in terms of total assets.

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May 19

Appleton Partners: An Update From Our CEO

As Massachusetts and many other states begin relaxing economic restrictions, Appleton is proceeding prudently from a position of strength. Our business has remained open and fully operational all along.

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March 25

Appleton Partners: Business Continuity and Client Communication

With the effects of Coronavirus unfolding daily, we wanted to share steps being taken at Appleton Partners to ensure the interests of our clients, business partners and employees are protected.

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March 25

Appleton Partners Enhances Technology & Operations Infrastructure

Punit Shetty has joined Appleton as Vice President, Senior Business Analyst.  He will be involved in the analysis, design, implementation and strategic integration of data and technology services.

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