Role at Appleton
Stephen joined Appleton in 2022 as an Equity Research Analyst within the Private Client Services Group. In this role, Stephen’s responsibilities include gathering sector and company information, analyzing financial data, and valuation analysis. Stephen also contributes to investment meetings, making recommendations to the Private Client team based on fundamental analysis, and helping steer the overall Private Client investment strategy and portfolio design.
Professional Experience
Prior to joining Appleton, Stephen was previously employed as an analyst at The Michel Shaked Group providing valuations of private and publicly traded companies and conducting fundamental analysis. Stephen also spent time as an Analyst Intern for Weiss Asset Management. Stephen is a CFA® charterholder
Education
B.S. Boston College
Personal Notes
Stephen resides in South Boston, MA. He enjoys spending time with his friends and family, golfing, and following Boston sports teams, especially BC football.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
