Role at Appleton
Jason joined the firm in 2013 and currently serves as Director of Equity Research. In this role, he spearheads the fundamental research that drives portfolio decisions for Appleton’s various equity strategies. Jason’s other activities include contributing to Appleton’s taxable fixed income research efforts and helping to manage client relationships.
Professional Experience
Jason was formerly a principal with Hercules Capital, where he led direct debt and equity investments in venture and emerging growth stage companies. He began his career in finance as an investment banking analyst and associate for Piper Jaffray. Jason is a CFA® charterholder.
Education
MBA, Boston College
B.A., Harvard University
Personal Notes
Jason and his family reside in Boston and enjoy escaping the city life on Cape Cod. When he is not cheering on one of his three sons at their various sports events, Jason enjoys exercising and spending time outside.
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