Role at Appleton
Tim joined Appleton in 2023 and brings two decades of institutional and high net worth investment experience to the firm. As Head of Trading and Portfolio Implementation Strategy within the Wealth Management team, Tim is responsible for developing and executing trade implementation strategies including rebalancing and tax-loss harvesting, overall portfolio construction, and best execution. Additionally, Tim is a member of the Equity Investment Committee and supports the equity portfolio managers and research analysts throughout the investment process.
Professional Experience
Prior to Appleton, Tim was Head Trader at Monarch Partners Asset Management. Previously, he worked at Hellman, Jordan Management across all areas of Trading and Operations. Tim is a CFA® charterholder, CMT charterholder, and a member of the Boston Securities Traders Association.
Education
B.A., College of the Holy Cross
Personal Notes
Tim grew up on Cape Cod and currently resides in Hingham, MA with his wife and two children. He loves spending time outside with his family, surfing, and fishing. Tim also enjoys playing softball, running, and playing guitar with friends.
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.
