Role at Appleton
Lauren is the Assistant Treasurer where she facilitates corporate finance functions. She is also responsible for managing the firm’s fee processing. She oversees the calculating and verifying of client invoices. In addition, Lauren serves as Secretary of Appleton’s Risk Committee.
Professional Experience
Prior to joining Appleton Partners in 2004, Lauren was with Putnam Investments as a Portfolio Specialist Assistant. She also worked at Pearson Education as a Marketing Assistant. Lauren earned a CFA Institute Investment Foundations® Certificate and completed the Executive Scholar Program in Marketing at Kellogg School of Management at Northwestern University.
Education
B.S., Syracuse University
Personal Notes
Lauren, her husband and two children live in Andover, MA. In her free time, she enjoys running, cooking and outdoor activities with her family.
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