Role at Appleton
Santina is an Assistant Portfolio Manager in the Private Client Services. In her 20-year tenure with Appleton Partners, she has been committed to building long-term family relationships based on mutual trust and respect. She focuses on the needs of private clients in collaboration with the firm’s portfolio managers, as well as attorneys, accountants and trustees working with individual clients.
Professional Experience
Prior to joining the firm, Santina was a Senior Sales Assistant at SG Cowen, and prior to that, she held a similar role with Morgan Stanley Dean Witter.
Education
B.A., Regis College
Personal Notes
Santina continues her long-term relationship with Big Sister of Greater Boston after having been a Big Sister for four years. She grew up in Lexington, now calls Winchester home, and spends her free time in seacoast Southern Maine.
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