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Jason R. Cook, CFA

July 19, 2018 2:23 pm Published by Leave your thoughts

Role at Appleton Jason joined the firm as a research analyst in 2013. In his analyst role, he spearheads the fundamental research that drives portfolio decisions for Appleton’s various equity strategies. Jason’s other activities include contributing to Appleton’s taxable fixed income research efforts and helping to manage client relationships. Professional... View Article

Daniel T. Buckley, CFA

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

Role at Appleton Dan joined Appleton in 2003 and is a Portfolio Manager and Senior Research Analyst with the Private Client Services team. He oversees individual client relationships, and is active in formulating and implementing Appleton’s Equity and ETF strategies. He is a member of the firm’s Equity Investment Committee... View Article

Margaret J. Brennan

July 19, 2018 2:03 pm Published by Leave your thoughts

Role at Appleton Maggie joined Appleton in 2014 and is currently an Assistant Portfolio Manager. She concentrates on the needs of private clients by working in collaboration with the firm’s portfolio managers, as well as their respective attorneys, accountants, and trustees. In addition, Maggie supports the portfolio managers in the... View Article

Walter Zagrobski

July 19, 2018 1:26 pm Published by Leave your thoughts

Role at Appleton Walter joined Appleton Partners in 1997, and as Senior Vice President and Portfolio Manager is responsible for day-to-day oversight and management of various family and not-for-profit client relationships and their portfolios. He also works closely with clients’ outside advisors – consultants, attorneys and tax professionals. He sits... 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