Jennifer M. Hall

Role at Appleton
Jen is an Assistant Portfolio Manager focusing on the needs of private clients, working closely with the firm’s Portfolio Managers. She also works in collaboration with the clients’ attorneys, accountants and trustees on behalf of individual client and non-profit relationships. Jen is also part of the New Business on-boarding team and supports Private Client Services on various trust, estate, and financial planning matters.

Professional Experience
Prior to joining Appleton in 2016, she served as the Trust Administrator at Cambridge Appleton Trust. Jen is enrolled in the Financial Planning Program at Boston University and is a member of the Boston Estate Planning Council.

Education
B.S., Roger Williams University

Personal Notes
Jen resides in Hudson, NH and enjoys spending time with her family and friends. She is an avid New England sports fan and enjoys cooking and practicing yoga in her spare time.