Appleton Partners — Our People

About Us

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“We believe that clients are best served by creating custom portfolios that withstand the test of time, rather than engaging in short-term investment contests.”
James L. Bosland, CFA, Vice President
“We are here to help you. We listen to you, we help create solutions to your problems, and we support you in your financial endeavors. We owe you all these things and we do our utmost to deliver.”
Kathleen M. Burge, Executive Vice President & Treasurer
“Our investment process is designed to meet the individual objectives of every client and family group. We do not produce a one-size-fits-all investment strategy, we tailor integrated, tax-efficient, personalized programs focused on your evolving requirements.”
Douglas C. Chamberlain, CFA, President & CEO
“Each client has unique and specific needs for their money, each security that goes into a portfolio must fit those needs. It's a giant puzzle, and that's what makes this job enjoyable and challenging.”
Anson C. Clough, CFA, CFP, CTFA, Senior Vice President
“Many firms lose sight of their clients when investing in technology to increase productivity. Here at Appleton Partners, our clients' needs drive every investment we make in technology and infrastructure.”
Gregory J. Donoghue, Vice President
“Each individual client has individual needs. Gains, losses, tax considerations, income needs are all part of our decision making process. Is a particular security we feel is attractive the right one for you? We ask ourselves questions like this every day.”
Thomas B. Hovey, Senior Vice President
“We care about you as a person, not just a client. What's important to you and your family? What are your interests, your concerns, your passions? We want to know. Personal relationships are often as important as financial ones in achieving long-term success.”
Michele D. Hubley, Vice President, CCO
“If we can help make our clients feel secure and allow them to focus on aspects of life other than their financial world on a day to day basis, then we're doing our job. We review our clients' existing investments and explore new alternatives on an ongoing and regular basis.”
James I. Ladge, CFA, Senior Vice President
“The needs and objectives of our clients are at the center of every function we perform and every role we play at Appleton Partners.”
Gregory A. Lally, Vice President
“Creating custom portfolios is a craft. It requires great knowledge and experience in understanding when and how to use all the fundamental, technical and quantitative analytical tools available.”
Jonathan A. Noonan, Senior Vice President
“Our goal is to establish a long term relationship with our clients and to ensure that we are well prepared to help meet each client’s unique current and future financial needs. We believe a strong partnership is the foundation for success.”
Eryni H. Papadopoulos, Vice President
“Our role is clear: to manage your investable assets in a way that matches your financial goals and objectives, while containing risk and providing a competitive return. It's the way we create trust and build relationships.”
Nancy H. Place, Senior Vice President
“We deliver investment advice and professional execution within the context of your defined strategy. We're here to communicate the rationale of our decisions and the details of execution to you, at your convenience, not ours.”
Bonnie B. Tracy, Senior Vice President
“Two features set Appleton apart: the thoroughness of the process and the quality and dedication of the people carrying it out. We go that extra mile to use all the resources imaginable for the ultimate benefit of each and every client.”
Walter Zagrobski, Senior Vice President