Kathleen M. Burge

Role at Appleton
Kathy is a co-founder of Appleton Partners and the Treasurer of the Firm. Having been with Appleton since its inception, she is also a Portfolio Manager for many of the firm’s first family relationships and has over 30 years of experience in fixed income and equity management. Kathy is a member of the Investment Committee and plays a role in setting overall corporate policies.

Professional Experience
Prior to co-founding Appleton in 1986, Kathy was employed by two leading companies in the Boston investment community, both of whom specialized in Trust and Portfolio Management.

Graham Junior College

Personal Notes
Kathy actively supports various Boston-based charitable organizations and is a long-time board member of the Friends of Franciscan Hospital for Children. In her spare time, Kathy enjoys traveling and spending time with her family in New Hampshire.