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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

Elizabeth Hutchinson

July 19, 2018 3:53 pm Published by Leave your thoughts

Role at Appleton Liz is a Trading Assistant who supports the Portfolio Managers and Traders on the Fixed Income team. She is responsible for maintaining data at the account and strategy level. She manages and monitors the cross-bid list process with respect to cash. Professional Experience Liz originally joined Appleton... View Article

Patrick M. Creahan, CAIA

July 19, 2018 3:45 pm Published by Leave your thoughts

Role at Appleton Patrick is a Research Assistant on the Municipal Bond Research team working with the Director of Fixed Income Research and the portfolio management team. In this capacity, he plays an important role in the development and implementation of Appleton’s municipal research efforts. Professional Experience Prior to joining... View Article

Ryan G. Tracy

July 19, 2018 3:21 pm Published by Leave your thoughts

Role at Appleton Ryan is a Trader and Portfolio Analyst on Appleton’s Fixed Income team. He trades in all fixed income strategies at the firm, working closely with both the Municipal and Taxable Portfolio managers building new portfolios and actively managing seasoned ones. He is part of the Fixed Income... 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

Drew Peterson, CFA, CIPM®

July 19, 2018 3:04 pm Published by Leave your thoughts

Role at Appleton Drew is a corporate credit analyst and municipal bond trader with responsibility for the firm’s performance analysis and GIPS compliance. He works closely with the marketing team on commentary and thought leadership, and assists in portfolio positioning decisions on the Taxable and Crossover fixed income strategies. Professional... View Article

Janet M. Kelliher

July 19, 2018 2:37 pm Published by Leave your thoughts

Role at Appleton Janet is Director of Municipal Fixed Income Research and a member of the Fixed Income Investment Committee. In this capacity, her primary responsibility is to conduct in-depth, proprietary municipal securities research. This work encompasses secondary and primary market offerings, as well as ongoing surveillance of bonds held... View Article

Nathan W. Harris, CFA

July 19, 2018 2:33 pm Published by Leave your thoughts

Role at Appleton Nate joined Appleton in 2012 and works in the Municipal Research Group, performing fundamental credit analysis and identifying investment opportunities. Nate’s research involves a bottoms-up approach to issuer specific analysis, as well as monitoring legislative, regulatory, economic and fiscal developments. Nate is also active in Appleton’s marketing... 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

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