Whitney Pearce Fitts, CFA

Role at Appleton
Whitney is a Portfolio Manager and Research Analyst in Appleton’s Fixed Income Department. She is responsible for researching securities, analyzing portfolio structure, and executing trades in support of the firm’s Municipal Bond products. Additionally, she oversees the initial portfolio restructuring effort when new accounts are opened with existing bonds. Whitney is also a member of the Fixed Income Research Team and the Fixed Income Investment Committee.

Professional Experience
Prior to joining Appleton in 2003, Whitney held various positions with the Trustees of Reservations. Whitney is a CFA® charterholder. She is also a member of the CFA Institute, National Federation of Municipal Analysts, and the Boston Municipal Analyst Forum.

Education
B.A., Colby College

Personal Notes
Whitney lives with her husband and two daughters in a western suburb of Boston. She enjoys coaching her daughter’s lacrosse team, traveling and outdoor adventures with her family.