Role at Appleton
Loretta is a Trader on Appleton’s Municipal Fixed Income Trading Team. She is responsible for Cash Management and trades across all of Appleton’s Municipal Fixed Income Strategies. Loretta began her career at Appleton in the Operations Department and moved to the Fixed Income Trading Desk in 2019. In addition to her role with the Fixed Income team, Loretta is also a committee member with ACE (Appleton Community Engagement) which is responsible for the company’s philanthropic events and outreach.
Professional Experience
Prior to joining Appleton in 2015, Loretta held positions in both Asset Servicing and Wealth Management with BNY Mellon. She previously spent two years working in minor league baseball before entering the world of finance. Loretta also earned the CFA Institute Investment Foundations™ Certificate.
Education
B.S., University of Massachusetts – Amherst
Personal Notes
Loretta lives in Boston and spends her free time playing soccer, travelling, and with her family.
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