Role at Appleton
Matt is an Assistant Portfolio Manager on Appleton’s Private Client Services team. His responsibilities focus on service and support of client relationships as well as working in collaboration with the firm’s portfolio managers in the execution of equity trades. He also works closely with various departments to assist in the onboarding of new clients within the Private Client Services Group.
Professional Experience
Prior to joining Appleton on a full-time basis after his college graduation, Matt served as Clients & Investments Intern with the firm. Since then, he has earned the CFA Institute Investment Foundations® Certificate.
Education
B.A., Bates College
Personal Notes
Matt is originally from Medfield, MA and has recently made the move to South Boston. He is an avid New England sports fan and enjoys skiing, playing golf, fishing and going to the beach in his spare time.
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