Role at Appleton
Jack joined Appleton in 2022 as a member of the Marketing Team and is now responsible for supporting institutional business development on the Institutional Sales Team. He works closely with the firm’s Sales, Marketing and Investment teams in developing and managing relationships with Financial Advisors and RIAs. His coverage responsibilities encompass a range of fixed income separate account strategies.
Professional Experience
Prior to joining Appleton, Jack was a Global Business Development Marketing Analyst with Cambridge Associates, LLC. In this role Jack was responsible for preparing marketing materials and communication in addition to acting as a lead project manager for RFP production. Jack successfully completed Level I of the CFA Program in 2025 and intends to enroll as a Level II candidate.
Education
B.A., Tufts University
Personal Notes
Jack currently resides in Quincy, MA, though you may often find him on Cape Cod for the weekends. In his spare time, he enjoys golfing, fitness, archery, fishing, or any activity spent in the outdoors.
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