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James I. Ladge, CFA

July 19, 2018 3:31 pm Published by Leave your thoughts

Role at Appleton Jim is Chief Operating Officer of Appleton Partners and is very engaged in the day-to-day management of the company. Since joining the firm in 1993, he has been actively involved with the management of equities, taxable and municipal bonds. He maintains close relationships with individual and institutional... View Article

Michele D. Hubley, IACCP®

July 19, 2018 3:29 pm Published by Leave your thoughts

Role at Appleton Michele has been with Appleton since 1995 in a variety of functions. As Chief Compliance Officer, she works closely with Executive Management to maintain and oversee the company’s overall compliance program, and adherence to regulatory requirements. In her role as Director of Human Resources, she works in... View Article

Anson C. Clough, CFA, CFP®

July 19, 2018 3:27 pm Published by Leave your thoughts

Role at Appleton Anson is Managing Director of Appleton’s Fixed Income Department with oversight responsibility for Portfolio Management, Trading and Research. He is a co-head of the Fixed Income Investment Committee which is critical in determining the firm’s yield curve management. Anson also plays a key role working with the... View Article

Kathleen M. Burge

July 19, 2018 1:19 pm Published by Leave your thoughts

Role at Appleton Kathy is a co-founder of Appleton Partners and the Treasurer of the Firm. Having been with Appleton since its inception, she is also a Portfolio Manager for many of the firm’s first family relationships and has over 30 years of experience in fixed income and equity management.... View Article

Douglas C. Chamberlain, CFA

July 19, 2018 1:07 pm Published by Leave your thoughts

Role at Appleton Doug co-founded Appleton Partners in 1986. As President and CEO, he is responsible for oversight and day-to-day management of the firm. Along with the company’s Board of Directors, he sets the mission and strategy of the firm. He is also a Portfolio Manager overseeing individual client, trust,... View Article