Benjamin P. Holcombe

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 prospect proposals.

Professional Experience
Prior to joining Appleton, Ben was a Registered Associate with Graystone Consulting, Morgan Stanley’s institutional investment consulting unit. Before Graystone, he served as an Internal SMA Sales Representative at Federated Investors. Ben is an Investment Advisor Representative registered in the Commonwealth of MA.

Education
B.A., Saint Lawrence University

Personal Notes
Ben and his wife live in Concord, MA. He enjoys hiking, fishing, reading and travel.