Role at Appleton
Greg Lally is a Senior Vice President and Senior Portfolio Manager on Appleton’s Municipal Fixed Income team. He is also a member of the Fixed Income Investment Committee, where he overseas portfolio analysis and trading execution technology. Additionally, Greg plays an important role in maintaining existing relationships with Appleton’s financial advisor and consultant network, as well as developing new relationships.
Professional Experience
Greg joined Appleton in 1997 and has served in a variety of roles over his 20-year tenure, including senior manager of the Unified Managed Account (UMA) strategy and more recently as head of the Municipal Bond Ladder Strategy.
Education
M.S.I.M., Boston University
B.A., Boston College
Personal Notes
Greg and his wife live in Norwell, MA with their four children. In his spare time, he enjoys playing lacrosse, skiing, boating, and coaching his children’s sports teams.
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