News
April 28
Appleton’s Whitney Fitts, CFA Featured on the Impact Investing Panel at ESG East Summit
Appleton’s Whitney Fitts, CFA participated on the “Focus on Impact Investing Panel” at Portfolio Summits ESG East Summit held April 27th at Westin Copley Place.
December 01
Jesse Martin Joins Appleton Partners Relationship Management Team
Jesse Martin has joined Appleton Partners in 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.
November 02
Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood
Margaret Brennan and Jennifer Hall, CFP® led a CBIZ sponsored webinar on financial matters faced by young adults. We were pleased to partner with CBIZ on a subject of acute interest and importance.
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.
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.
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.
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.
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
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.