Coronavirus and the Markets
News
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
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.
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.
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.
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.
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.
January 30
Appleton Partners Website Named AVA Digital Awards 2020 Platinum Winner
Appleton Partners is pleased to announce that our website, designed in collaboration with Fishnet Media, a marketing agency based in Portsmouth, NH, received a 2020 AVA Digital Award at the platinum level.
January 07
Appleton Partners Cited In Forbes As A Top Wealth Manager
Appleton Partners is excited to announce that our firm was ranked 2nd among the top 100 Wealth Managers in a recent publication of Forbes. RIA Channel ranked the top wealth management firms of 2019 on behalf of Forbes based on proprietary criteria that factored in size and growth in assets.
December 05
Appleton Partners: 2020 Vision
Since our founding in 1986, Appleton Partners has remained 100% employee-owned, an operating model that optimally aligns our interests with those of our clients, while also preserving our culture. While we are pleased with our growth, our commitment to collaborative, personalized separate account management is paramount. We aim to be a true partner, not a product provider.
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Appleton Partners Supports the Boston Estate Planning Council
as a 2019-2020 Annual Corporate Sponsor
Appleton Partners is very pleased to be a Gold sponsor of The Boston Estate Planning Council. That’s because our relationship shares a common mission, namely helping individuals and families achieve their personal financial planning goals. The values and attributes established upon our firm’s founding in 1986 remain integral to all that we do today.
August 29
Appleton Partners Ranked Among Largest National RIAs By Investment News
Investment News included Appleton Partners on its Investment News RIA Rundown 2019 ranked by discretionary assets under management. We are pleased to be cited among many of the most prestigious firms in the industry.