James I. Ladge, CFA

Role at Appleton
Jim is Chief Operating Officer of Appleton Partners and is very engaged in the day-to-day management of the company. Since joining the firm in 1993, he has been actively involved with the management of equities, taxable and municipal bonds. He maintains close relationships with individual and institutional clients and partners. As a senior member of the Municipal team and co-head of the Fixed Income Investment Committee, Jim helps create and implement the firm’s overall investment strategy. He also sits on the Risk and IT Committees.

Professional Experience
Jim became a CFA ® charterholder in 1995 and is an active member of the CFA Institute, as well as the Boston Security Analyst Society.

Education
MBA, Boston University

B.A., Syracuse University

Personal Notes
Jim lives in Brookline, MA and tries hard to keep up with his expanding family and puppy Cali. He is active in the local community and in his spare time enjoys golf and tennis.