Role at Appleton
Jim is Managing Director of Appleton’s Private Client Services. He provides wealth planning strategies for individuals, trusts and institutions. His expertise includes guiding clients and their families through estate planning, investment, tax and gifting strategies. Jim is a member of the Appleton’s Senior Management Committee.
Professional Experience
Prior to joining Appleton Partners, Jim was President & CEO of Cambridge Appleton Trust, N.A. Previously, he held the positions of Senior Vice President and Chief Fiduciary Officer at Eastern Investment Advisors. He recently served a 3 year term as a Board Member of the National Association of Estate Planners & Council (NEAPC) and is the past President of the Boston Estate Planning Council and the former Chair of the Massachusetts Bankers Trust Executive Committee. He served as a Board Member of the Caritas Carney Hospital Foundation as well as the Board of the New England Chapter of the Family Firm Institute.
Education
J.D., University of Maine School of Law
B.A., Boston University
Certificate of Financial Planning, Boston University Financial Planning Program
Accredited Estate Planner (AEP) Designation
Personal Notes
Jim resides in Milton, MA with his wife and three children. He enjoys hiking, skiing and spending time with his family.
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.
