Role at Appleton
Jill manages the organization, control, and dissemination of marketing communications for Appleton. She plays a core role in coordinating and overseeing all marketing materials of each product and strategy, acting as liaison between the investment, marketing, performance, client service, and compliance teams. Jill serves as Co-Director of Appleton Community Engagement (ACE), which is responsible for organizing and managing volunteer and charitable endeavors for the firm and its employees.
Professional Experience
Jill began her career at Appleton in the Operations Department in 2003 before transitioning to her role in Marketing. Prior to joining Appleton Partners, she held a position in client services at CitiStreet, a retirement plan administrator. Jill earned the CFA Institute Investment Foundations® Certificate.
Education
B.A., Boston College
Personal Notes
Jill lives just south of Boston with her husband and two children. In her spare time, she enjoys supporting her kids’ sports teams, baking, reading, and spending time outdoors with her 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.
