Archives

Asofaafetai “Lou” Tukia

February 21, 2019 2:37 pm Published by Leave your thoughts

Role at Appleton Lou’s responsibilities involve ensuring the reliability and performance of Appleton’s technology systems.  He works closely with management across the organization to understand the relationship between technology and business needs, and identify and implement solutions.  Lou is engaged in a wide range of network, server, storage hardware, and... View Article

Steven Hild

July 19, 2018 4:11 pm Published by Leave your thoughts

Role at Appleton Steven joined Appleton Partners in 2018 in the role of Operations Analyst. He is involved in the reconciliation process, equity trade settlement, new business controls, and ad hoc projects within the department. Professional Experience Prior to joining Appleton, Steven was employed as an Operations Specialist with Brown... View Article

Matthew I. Wollenhaupt, CFA

July 19, 2018 4:07 pm Published by Leave your thoughts

Role at Appleton Matt joined Appleton in 2018 as Business Systems Manager. In this capacity, his responsibilities are focused on process workflow design, systems integration, business intelligence and reporting. Matt primarily supports the areas of Fixed Income Trading & Portfolio Management, Private Client Services, Operations, and Sales & Marketing. Professional... View Article

Loretta K. Sullivan

July 19, 2018 4:05 pm Published by Leave your thoughts

Role at Appleton Loretta is a Fixed Income Operations Analyst at Appleton Partners. She is responsible for the smooth processing and settlement of daily trades executed by the Fixed Income trading desk. Professional Experience Prior to joining Appleton in 2015, Loretta held positions in both Asset Servicing and Wealth Management... View Article

Matthew C. Casieri

July 19, 2018 3:44 pm Published by Leave your thoughts

Role at Appleton Matt joined Appleton in 2017 as an Operations and Control Analyst. In this role, he oversees the interface with custodial data and the daily account reconciliation process. In addition, he supports trade processing and trade settlement. Professional Experience Prior to joining Appleton on a full-time basis after... View Article

Lori J. Nazzaro

July 19, 2018 2:56 pm Published by Leave your thoughts

Role at Appleton Lori oversees and manages the Operations Department at Appleton Partners. In this capacity, she is responsible for daily cash and position reconciliation, corporate actions, trade processing, and settlements. Lori is also a member of the firm’s Operations Committee. Professional Experience Prior to joining Appleton, Lori served as... View Article

Gregory J. Donoghue

July 19, 2018 2:28 pm Published by Leave your thoughts

Role at Appleton Gregg oversees the Operations Department and manages technology innovation and implementation. As Chief Information Officer, he also has responsibility for network security, administration, and oversight of all technology vendors and services, among other areas. He works in close collaboration with the firm’s COO and CCO on the... View Article

Michael DiGiando, PMP

July 19, 2018 2:01 pm Published by Leave your thoughts

Role at Appleton Mike is responsible for process reengineering and project implementations across multiple business units at Appleton Partners. He also provides oversight support to the Operations and IT departments. Mike is a member of Appleton’s Operations and Technology committees. Professional Experience Mike began his career in 2006 at the... View Article