Role at Appleton
Geoff is Director of Portfolio Management, a portfolio manager and equity research analyst for Appleton’s Private Client Services team. He has been part of the Appleton team since 2001 and works closely with clients on balanced portfolio construction and planning. Geoff is also a member of Appleton’s Equity Investment Committee, contributing to active equity and ETF strategy decisions.
Professional Experience
Geoff has been with Appleton since 2001 and has held a variety of roles within the Private Client Services group. Prior to his current role, Geoff has been responsible for conducting equity research, trading, and maintaining client relationships. He is a CFA® charterholder and is a member of the Boston Estate Planning Council.”
Education
M.S.I.M., Boston University
B.A., Bowdoin College
Personal Notes
Geoff enjoys spending time in the outdoors with his family biking, skiing, and hitting the beach. He lives in Hingham, MA with his wife and three children. He is passionate about automobiles and motorsports.
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