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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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Team Members
Jill L. Timlin
July 19, 2018
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James M. O’Neil Jr., Esq., AEP®
July 19, 2018
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Kerry L. Needham, IACCP®
July 19, 2018
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Gregory A. Lally
July 19, 2018
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Michele D. Hubley, IACCP®
July 19, 2018
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Anson C. Clough, CFA, CFP®
July 19, 2018
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Geoffrey D. Chamberlain, CFA
July 19, 2018
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Ryan G. Tracy
July 19, 2018
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James C. Quealy, CFA
July 19, 2018
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Drew Peterson, CFA, CIPM®
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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