Geoffrey D. Chamberlain, CFA

Role at Appleton
Geoff is a portfolio manager and equity research analyst, and has been part of the Appleton team since 2001. He 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 over 15 years of experience working at Appleton 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.