Role at Appleton
Jack joined Appleton in 2022 as a member of the Marketing Team and is responsible for the management of the RFP, consultant and platform database; due diligence reporting processes, and marketing information analytics. He works closely with various departments and subject matter experts to maintain strategy and composite performance and characteristics, holdings, risk statistics, benchmark data, and firm information.
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.
Education
B.A., Tufts University
Personal Notes
Jack is originally from Cape Cod, and currently resides in Quincy, MA. In his spare time, he enjoys golfing, fitness, skiing, archery, fishing, or any activity spent in the outdoors.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.