Role at Appleton
David joined Appleton in 2022 as an Assistant Portfolio Manager within the Private Client Services Group. In this role, David is responsible for client service, portfolio administration and serving as a liaison to traders, brokers and the Operations Team. David is also an integral part of the Private Client Services New Account Onboarding team assisting with account administration and client reporting.
Professional Experience
Prior to joining Appleton, David was employed as a Senior Investor Services Representative for Putnam Investments where he was responsible for supporting brokers in the Premier Client Group with client service and relationship management. David served as a Community Volunteer for the Kid’s Café in Manchester, NH.
Education
B.A. Saint Anselm College
Personal Notes
David resides in his hometown of Wakefield, MA. In his spare time, he enjoys playing golf, spending time with friends and family, and watching all Boston sports.
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