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Chris Sutherland, CFP®

December 3, 2018 6:41 pm Published by Leave your thoughts

Role at Appleton Chris joined Appleton Partners in 2018 as a Relationship Manager for the Private Client Group.  He is responsible for spearheading the firm’s financial planning efforts by teaming with clients’ portfolio managers and estate planning attorneys to ensure a coordinated and efficient family plan. Professional Experience Chris’s experience... View Article

Santina M. Riley

July 19, 2018 4:03 pm Published by Leave your thoughts

Role at Appleton Santina is an Assistant Portfolio Manager in the Private Client Services. In her 20-year tenure with Appleton Partners, she has been committed to building long-term family relationships based on mutual trust and respect. She focuses on the needs of private clients in collaboration with the firm’s portfolio... View Article

Danielle Jennings

July 19, 2018 3:59 pm Published by Leave your thoughts

Role at Appleton Danielle’s responsibilities include coordinating and executing the production of RFPs, proposals and questionnaires for the firm. In this capacity she gathers and integrates quantitative and qualitative data concerning all aspects of Appleton’s business, its products and services. Additionally, Danielle works in conjunction with the firm’s portfolio managers... View Article

Jennifer M. Hall

July 19, 2018 3:47 pm Published by Leave your thoughts

Role at Appleton Jen is an Assistant Portfolio Manager focusing on the needs of private clients, working closely with the firm’s Portfolio Managers. She also works in collaboration with the clients’ attorneys, accountants and trustees on behalf of individual client and non-profit relationships. Jen is also part of the New... View Article

James M. O’Neil Jr., Esq., AEP®

July 19, 2018 3:39 pm Published by Leave your thoughts

Role at Appleton Jim is Managing Director of Appleton’s Private Client Services, and provides wealth planning strategies for individuals, trusts and institutions. His expertise includes guiding clients and their families through estate planning, investment, tax and gifting strategies. Jim is also a member of the Investment and Risk Committees. Professional... View Article

Kerry L. Needham, IACCP®

July 19, 2018 3:35 pm Published by Leave your thoughts

Role at Appleton Kerry is a Private Client Services Manager and Compliance Officer at Appleton. She is responsible for managing private client relationships, a capacity in which she is actively engaged in a wide variety of client relationship management functions. Kerry also plays an important role supporting the Chief Compliance... 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

Geoffrey D. Chamberlain, CFA

July 19, 2018 3:23 pm Published by Leave your thoughts

Role at Appleton Geoff is a portfolio manager and equity research analyst, and has been part of the Appleton team since 2001. He works closely with clients on balanced portfolio construction and planning. Geoff is also a member of Appleton’s Equity Investment Committee, contributing to active equity and ETF strategy... View Article

Nancy H. Place

July 19, 2018 3:01 pm Published by Leave your thoughts

Role at Appleton Nancy joined Appleton Partners in 2003. As a Senior Vice President and Portfolio Manager, she is responsible for the development, management and oversight of private client and not-for-profit relationships. She has over 35 years of experience in the investment management and private wealth management industry, and works... View Article

Kelly C. McKernan

July 19, 2018 2:59 pm Published by Leave your thoughts

Role at Appleton Kelly is responsible for managing investment portfolios and the overall private client relationship for individuals, families, foundations and endowments. She also works closely with clients’ outside advisors – attorneys, tax professionals and trustees – to coordinate and deliver a comprehensive wealth management strategy to her clients. Kelly... View Article