Role at Appleton
Aarti joined Appleton in 2022 as a New Business Associate in the Wealth Management Team. Her responsibilities include the onboarding of new client relationships and marketing to prospects. In this role Aarti, focuses on service and support of client relationships alongside her Portfolio Management Team colleagues.
Professional Experience
Prior to joining Appleton, Aarti was previously employed at BNY Mellon as a Senior Analyst for their Institutional Lending department, responsible for credit analysis, underwriting, closing and monitoring of various credit facilities.
Education
CORe; Harvard Business School
B.A., University of Maryland Baltimore County
Personal Notes
Aarti was born and raised in Maryland and spent most of her life living there until she relocated to Boston in 2021. She currently resides in Brookline, MA. In her free time, she enjoys traveling to new destinations, cooking, and spending time with her family.
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