Role at Appleton
Chris joined Appleton Partners in 2018 and serves as the Director of Private Client Business Development and Portfolio Manager on the Private Client Services team. Chris leads the PCS marketing, as well as the firm’s financial planning efforts. He works closely with Appleton portfolio managers, as well as clients’ estate planning attorneys and other advisors, to create customized, outcome-oriented solutions.
Professional Experience
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 comprehensive financial planning strategies.
Education
B.S. Bentley College
Personal Notes
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.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
