Role at Appleton
Maggie joined Appleton in 2014 and is an Assistant Portfolio Manager within Appleton’s Private Client Services Group. In her current role, she concentrates on the needs of private clients by working in collaboration with the firm’s portfolio managers, as well as their respective attorneys, accountants, and trustees. In addition, Maggie supports the portfolio managers in the execution of equity trades and is part of the New Business on-boarding team.
Professional Experience
Prior to her current role, Maggie worked at Appleton as a summer intern. She has earned the CFA Institute Investment Foundations® Certificate and completed the Financial Planning Program at Boston University. Maggie is also a member of the Boston Estate Planning Council.
Education
B.B.A., Loyola University, Maryland
Personal Notes
Maggie is originally from Hingham, MA and currently resides in Boston. In her spare time, she enjoys traveling, baking, and spending time with family and friends. She looks forward to spending time on Cape Cod with her family in the summer.
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