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Team Members
Dustin Ping
June 7, 2023
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David Melanson
February 27, 2023
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Sonia Chebout, Esq.
February 27, 2023
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Stephen A. Michienzi, CFA
November 17, 2022
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Aarti Sharma
November 17, 2022
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Jack F. Telman
June 22, 2022
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Michael B. Retrum
May 31, 2022
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Ryan J. Kiska
May 31, 2022
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Robert L. Conley III, CFA, CIPM®
February 9, 2022
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Jesse Martin
February 9, 2022
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About Appleton
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Wealth Management
Overview
Financial Planning
Investment Management
Estate & Legacy Planning
The Client Experience
Our Team
Wealth Perspectives
Client Login
Investment Process
Overview
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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