Role at Appleton
Walter joined Appleton Partners in 1997, and as Senior Vice President and Portfolio Manager is responsible for day-to-day oversight and management of various family and not-for-profit client relationships and their portfolios. He also works closely with clients’ outside advisors – consultants, attorneys and tax professionals. He sits on the Appleton Equity Investment Committee.
Walter was formerly a Vice President and Portfolio Manager at Keystone Investment Management in Boston, and prior to that a Portfolio Manager and Trust Officer for State Street Bank and Trust Company.
MBA, Babson College
B.A.S., University of New Hampshire
Walter has been involved with Easter Seals for many years as a volunteer, Board member, and Chairman of their Investment Committee. He and his wife make their home in Ipswich, MA and enjoy spending time with their children and grandchildren in Massachusetts and California.