Role at Appleton
Jason joined Appleton in 2021 as a Municipal Bond Research Analyst. In this role, Jason is responsible for conducting fundamental analysis on investment grade municipal bond issuers and assisting in monitoring and communicating relevant sector and market trends to support the overall investment process. Jason will also aid in the development of marketing materials and assist in the analysis of prospective and existing client portfolios.
Professional Experience
Prior to Appleton, Jason worked at BNY Mellon Wealth Management where he was a Senior Credit Analyst responsible for covering both tax-exempt and taxable securities, covering both investment grade and high-yield issuers. Jason is a CFA charterholder.
Education
M.B.A., Boston University Questrom School of Business
B.A., Amherst College
Personal Notes
Jason and his wife live in Hamilton, MA with their three children. In his free time, he enjoys spending time with his family at the beach, hiking, and exploring the northeast.
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