Chris Sutherland, CFP®
Role at Appleton
Chris joined Appleton Partners in 2018 as a Relationship Manager for the Private Client Group. He is responsible for spearheading the firm’s financial planning efforts by teaming with clients’ portfolio managers and estate planning attorneys to ensure a coordinated and efficient family plan.
Chris’s experience in financial planning spans more than a decade across 3 different firms, each with their own unique outlook, a combination of experiences that gives Chris a diverse perspective. Chris has spent the better part of his career focused on individual clients & families, with a background in holistic financial planning strategy. Prior to joining Appleton this year, Chris was employed as a Wealth Management Advisor with TIAA. Chris also holds the CFP® certification.
B.S., Corporate Finance & Accounting, Bentley College
Outside the office, Chris enjoys spending time with family and friends, playing golf and visiting Cape Cod. Chris spent almost 10 years with the Burlington Breakfast Rotary Club, an organization for which he is a Past President. Chris and his wife recently moved to Burlington, MA with their son and family dog after spending a number of years in Medford, MA.