Role at Appleton
Oana joined Appleton in 2024 as a Trader on Appleton’s Fixed Income team, where her role is to coordinate and execute municipal bond trading. She works closely with Portfolio Managers, the credit team, and also works on maintaining relationships with Appleton’s broker-dealer community. Oana also serves as a member of the Fixed Income Investment Committee.
Professional Experience
Prior to joining Appleton, Oana was with BNY Mellon Private Wealth. During her 17-year tenure as part of the Fixed Income group, Oana served in several trading and portfolio management capacities. Oana is a CFA charter holder.
Education
B.S., Northeastern University
Personal Notes
Oana resides with her husband and two daughters in Winchester MA and enjoys seeing her daughters participate in many activities and local team sporting events.
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