Margaret J. Brennan

Role at Appleton
Maggie joined Appleton in 2014 and is currently an Assistant Portfolio Manager. 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 for Appleton as a summer intern after graduating from Loyola University Maryland. She has earned the CFA Institute Investment Foundations® Certificate and is currently enrolled in 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 grew up in Hingham, MA and currently resides in Boston. She enjoys traveling and baking in her spare time, along with spending time on Cape Cod with her family in the summer. Maggie is an active member of the Loyola Alumni Network in Boston.