Role at Appleton
Nate joined Appleton in 2012 and currently serves as Director of Municipal Research. In this capacity he performs fundamental credit analysis and identifies fixed income investment opportunities. Nate’s research involves a bottoms-up approach to issuer specific analysis, as well as monitoring legislative, regulatory, economic and fiscal developments. Nate is also active in Appleton’s marketing efforts, communicating market trends and analysis to our partners through our monthly “Review and Outlook” and periodic credit and market commentary.
Professional Experience
Prior to Appleton, Nate worked at Standish Mellon Asset Management where he was an Analyst in the Tax Sensitive Group. In addition to helping Senior Analysts with Healthcare, Public Power, and Charter School sectors, Nate was responsible for covering the Senior Care and Single-Family Housing sectors. Nate is a CFA charterholder and is a member of CFA Society Boston. He is a former President of the Boston Municipal Analysts Forum and a former Board Member of the National Federation of Municipal Analysts.
Education
B.S., Bentley University
Personal Notes
Nate enjoys being outside, particularly running and golf. He lives in Charlestown, MA with his wife and three children.
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