Chris Sutherland, CFP®
Role at Appleton
Chris joined Appleton Partners in 2018 as a Portfolio Manager & Financial Planner on the Private Client Services team. He leads the firm’s financial planning efforts, teaming with Appleton portfolio managers, as well as clients’ estate planning attorneys and other advisors, to create customized, outcome-oriented solutions.
Chris’s career in financial planning spans more than a decade across three different firms, each with their own unique outlook, a combination of experiences that gives Chris a diverse perspective. He has spent the majority of his career working with high net worth individuals and families on holistic financial planning strategies.
B.S. Bentley College
Outside the office, Chris enjoys spending with family and friends, with an affinity for golf and spending time on the Cape. Chris resides in Burlington, MA with his wife, two children, and family dog. As a member of that community, he spent almost 10 years with the Burlington Breakfast Rotary Club, an organization for which he is a Past President and is a current member of the Burlington Area Chamber of Commerce.