News & Announcements

07.24.2023

CNBC’s “The Exchange” Speaks with Jeff Johnson on Munis & SMAs

Appleton’s Jeff Johnson was recently featured on CNBC’s “The Exchange” with Dom Chu concerning the municipal bond market and a surge in interest in separately managed accounts (“SMAs”).

 

Watch here

 

"Appleton Partners, Inc. is pleased to announce that Robert Krantz has been named to the firm’s Board of Advisors..."
"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."
"Appleton is proud to announce that Caroline Schmidt, CFA, was named to Smith’s Research & Gradings 2025 All-Star Municipal Analyst Awards as a member of the Rising All-Star Team..."