James C. Quealy, CFA

Role at Appleton
Jim is a Portfolio Manager and Research Analyst in Appleton’s Fixed Income Department. He is responsible for securities research, trading, and portfolio management & analytics, focusing mainly on the Intermediate Municipal product. Jim is also a member of the Fixed Income Research Team and the Fixed Income Investment Committee.

Professional Experience
Prior to joining Appleton in 2004, Jim worked as an account controller at the State Street Corporation. Jim is a CFA®  charterholder, and a member of the CFA Institute and the Boston Municipal Analyst Forum.

Education
M.S.I.M., Boston University

B.S, Boston College

Personal Notes
Jim lives in Holliston, MA with his wife and two children. He enjoys basketball and golf, as well as coaching his children’s youth sports teams.