Role at Appleton
Jim is a Senior Vice President with responsibility for Appleton’s Short-Term Municipal, Intermediate Taxable and Strategic Municipal Crossover strategies. He is also a co-head of the firm’s Fixed Income Investment Committee.
Professional Experience
Prior to joining Appleton in 2001, Jim was a Managing Director at Wainwright Asset Management and previously a Senior Fund Manager at the BankBoston’s Private Bank. He is a past instructor for the Boston Security Analysts Forum where is also a member, and is a CFA® charterholder.
Education
MBA, Babson College
B.A., Boston University
Personal Notes
Jim resides in Wellesley, MA and in his free time he enjoys golf, snowboarding, and spending time with his family in Stowe, VT.
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