Role at Appleton
Steven joined Appleton Partners in 2018 in the role of Operations Analyst. He is involved in the reconciliation process, equity trade settlement, new business controls, and ad hoc projects within the department.
Prior to joining Appleton, Steven was employed as an Operations Specialist with Brown Brothers Harriman in Boston, and was previously a Business Development Representative for Bullhorn, Inc. He is currently enrolled in the CFA Institute Investments Foundations® Certificate program.
B.A., Bates College
Steven resides in Boston and in his free time enjoys various outdoor activities, including hiking, camping, golf, and tennis.