Role at Appleton
Nancy joined Appleton Partners in 2003. As a Senior Vice President and Wealth Manager, she is responsible for the development, management and oversight of private client and not-for-profit relationships. She has over 35 years of experience in the investment management and private wealth management industry, and works closely with her clients’ outside advisors – attorneys, tax and insurance professionals. Nancy is a member of the firm’s Equity Investment Committee.
Professional Experience
Prior to joining Appleton, Nancy was a Vice President with the Private Client Department at United States Trust Company of Boston, a Vice President and Portfolio Manager and member of the Private Client division at Baybank/Harvard Trust, and security analyst at Gardner and
Preston Moss. Nancy is on the Board and is a 30+ year member of the Boston Estate Planning
Council, and a member of the Family Firm Institute of New England. She also serves on the investment committees for the Vincent Club and the National Society of Colonial Dames of Massachusetts. Nancy is a graduate of Boston University’s College of Financial Planning program, as well as the National Trust School at Kellogg School of Management/ Northwestern University.
Education
MBA, Simmons Graduate School of Management
B.S., Bentley University
Personal Notes
Nancy is a Corporater for The Winsor School of Boston and a member of Winsor’s Parents Association. She is a founding member of the Class of 1981 scholarship fund for Bentley University. She is also the co-chairperson for corporate development for the Emerald Necklace Conservancy. Nancy lives in Wellesley, MA with her daughter. In her spare time, she enjoys playing golf, cooking and reading historical fiction.
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