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Team Members
Jason Apruzzese, CFA
June 23, 2021
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Punit Shetty
July 8, 2020
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Zachary M. Cordelli
July 8, 2020
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Caroline R. Schmidt, CFA
July 8, 2020
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Asofaafetai “Lou” Tukia
February 21, 2019
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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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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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