James L. Bosland, CFA

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.

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.