Role at Appleton
Stephen joined Appleton in 2022 as an Equity Research Analyst within the Wealth Management team. 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 Wealth Management team based on fundamental analysis, and helping steer the overall Wealth Management 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.
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