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Gregory A. Lally

July 19, 2018 3:33 pm Published by Leave your thoughts

Role at Appleton Greg Lally is a Senior Vice President and Senior Portfolio Manager on Appleton’s Municipal Fixed Income team. He is also a member of the Fixed Income Investment Committee, where he overseas portfolio analysis and trading execution technology. Additionally, Greg plays an important role in maintaining existing relationships... View Article

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

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

James C. Quealy, CFA

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

Role at Appleton Jim is a Portfolio Manager and Research Analyst in Appleton’s Fixed Income Department. He is responsible for securities research, trading, and portfolio management & analytics, focusing mainly on the Intermediate Municipal product. Jim is also a member of the Fixed Income Research Team and the Fixed Income... View Article

Whitney Pearce Fitts, CFA

July 19, 2018 2:30 pm Published by Leave your thoughts

Role at Appleton Whitney is a Portfolio Manager and Research Analyst in Appleton’s Fixed Income Department. She is responsible for researching securities, analyzing portfolio structure, and executing trades in support of the firm’s Municipal Bond products. Additionally, she oversees the initial portfolio restructuring effort when new accounts are opened with... View Article

Gary B. Crofton

July 19, 2018 2:26 pm Published by Leave your thoughts

Role at Appleton Gary is a Senior Portfolio Manager and oversees the management of separately managed tax-exempt portfolios. He is a valuable resource to Appleton’s clients and key partners in understanding market developments and portfolio performance. Professional Experience Gary joined Appleton in 2009 with over 25 years of experience in... View Article

Lauren B. Brown

July 19, 2018 2:15 pm Published by Leave your thoughts

Role at Appleton Lauren is a Municipal Trader and Portfolio Analyst on Appleton’s Fixed Income team and is a member of Appleton’s Fixed Income Investment Committee. She works closely with the Senior Portfolio Manager for the Short-Term Municipal strategy from trading and portfolio review perspectives. Additionally, she oversees the initial... View Article

James L. Bosland, CFA

July 19, 2018 2:11 pm Published by Leave your thoughts

Role at Appleton Jim is a Senior Vice President with responsibility for Appleton’s Short-Term Municipal, Intermediate Taxable and Strategic Municipal Crossover strategies. He is also a co-head of the firm’s Fixed Income Investment Committee. Professional Experience Prior to joining Appleton in 2001, Jim was a Managing Director at Wainwright Asset... View Article

Jason Audette

July 19, 2018 2:07 pm Published by Leave your thoughts

Role at Appleton Jason is a Portfolio Manager and Trader within Appleton’s Fixed Income Group, and has been a part of the team since 2011. He is primarily responsible for the implementation and guidance of the Taxable Fixed Income and Strategic Municipal Crossover strategies. Jason also serves as a member... View Article