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Kyle Lortie, CFA

December 3, 2018 6:37 pm Published by Leave your thoughts

Role at Appleton Kyle is a member of our Institutional Sales Team. He is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Professional Experience Prior to joining Appleton in 2018, Kyle was a Director for RBC Global Asset Management, responsible for... View Article

Redis Kelmendi

July 19, 2018 3:55 pm Published by Leave your thoughts

Role at Appleton Redis plays an important role on the New Business Team, working directly with Appleton’s large platform-based relationships, registered investment advisors and direct clients to onboard and service the relationships. He handles a wide variety of client service requests of an operational, analytical and relationship support nature, while... View Article

Lauren E. Middleton

July 19, 2018 3:51 pm Published by Leave your thoughts

Role at Appleton Lauren is responsible for the firm’s management fee processing.  She oversees the calculating, reconciling and processing of client invoices. Lauren also is a member of Appleton’s marketing team where she handles digital marketing and other communication programs, as well as serving as Secretary of Appleton’s Risk Committee.... View Article

Benjamin P. Holcombe

July 19, 2018 3:48 pm Published by Leave your thoughts

Role at Appleton Ben works with Financial Advisors, Consultants and other intermediary partners to build awareness of Appleton’s fixed income offerings, developing relationships across the intermediary channels. He supports the firm’s business development efforts in a variety of other capacities, including database management and analysis, marketing coordination and preparation of... View Article

Jill L. Timlin

July 19, 2018 3:42 pm Published by Leave your thoughts

Role at Appleton Jill manages the organization, control, and dissemination of the marketing communications for Appleton. She plays a core role in coordinating and overseeing all marketing materials of each product and strategy, acting as liaison between the investment, marketing, performance, client service, and compliance teams. Professional Experience Jill began... View Article

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

H.L. Jeffrey Johnson

July 19, 2018 2:49 pm Published by Leave your thoughts

Role at Appleton Jeff is Senior Vice President and National Sales Manager. He is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Professional Experience Prior to joining Appleton in 2009, Jeff... View Article

Samantha S. Martell

July 19, 2018 2:42 pm Published by Leave your thoughts

Role at Appleton Sam is an integral part of the New Business Team, working directly with Appleton’s platform and consultant relationships. She handles a wide variety of client service requests of an operational, analytical and relationship support nature, while also facilitating the new and closed account process. Professional Experience Sam’s... View Article

Robert A. Krantz

July 19, 2018 1:24 pm Published by Leave your thoughts

Role at Appleton Bob leads marketing initiatives and strategy development for Appleton Partners. He concentrates on strategic marketing, brand development, firm and product level communication, and providing thought leadership to intersect and connect these areas in the sales and client service process. Professional Experience Prior to joining Appleton in 2018,... View Article