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About Appleton
Overview
Who We Serve
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
Private Client Services
Overview
Client Login
Financial Planning Solutions
Customized Wealth Management
Non-Profit Partnerships
Investment Solutions
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Private Client Services Team
Investment Process
Overview
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Focus on Research
Active Management
Passive Strategies
ESG
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Team Members
Chris Sutherland, CFP®, CWS®
December 3, 2018
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Michael Howard, Esq., IACCP®
July 19, 2018
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Loretta K. Sullivan
July 19, 2018
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Santina M. Riley
July 19, 2018
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Megan E. McKenna
July 19, 2018
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Redis Kelmendi
July 19, 2018
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Lauren E. Middleton
July 19, 2018
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Benjamin P. Holcombe
July 19, 2018
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Jennifer M. Hall, CFP®
July 19, 2018
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Matthew C. Casieri
July 19, 2018
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About Appleton
Overview
Who We Serve
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
Private Client Services
Overview
Client Login
Financial Planning Solutions
Customized Wealth Management
Non-Profit Partnerships
Investment Solutions
Webinars and Briefs
Private Client Services Team
Investment Process
Overview
Key Tenets
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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