The Next Best Thing to Being There

Appleton’s commitment to partnership and accessibility has remained at the forefront of our business over the years. We strive to make it as easy as possible for financial advisors to connect with our investment and relationship management team and are always looking for ways to collaborate.

If you would like to speak with a member of our team, please sign up below for a 15-minute Teams video time block. Each link connects you to available times on that individual’s calendar. Scheduling only requires your name and email address, while also offering an opportunity to reference topics you would like to discuss. Confirmation details are then linked with your calendar.

It’s that simple. So, let’s talk.

State and Local Municipal Credit Trends

Nate Harris, CFA, Co-Director of Municipal Research
Schedule a video call

Tax-Exempt Market Conditions and Portfolio Strategy

Anson Clough, CFA, CFP, Managing Director, Fixed Income
Schedule a video call
Whitney Fitts, CFA, Portfolio Manager & Research Analyst
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Jeff Johnson, National Sales Manager
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Jim Ladge, CFA, COO and Portfolio Manager
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Greg Lally, Portfolio Manager
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Kyle Lortie, CFA, Institutional Sales
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Jim Quealy, CFA, Portfolio Manager & Research Analyst
Schedule a video call

Investment Grade Corporates and Crossover Strategies

Jason Audette, Portfolio Manager & Research Analyst
Schedule a video call
Ryan Tracy, Portfolio Manager & Research Analyst
Schedule a video call