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Appleton Portfolio Managers

Our team of institutional portfolio managers is diverse, skilled and ready to serve you and help you meet your financial management needs.

Institutional Portfolio Management Team

Jason Audette

Jason Audette

Vice President

Fixed Income Portfolio Manager and Research Analyst

James L. Bosland, CFA

James L. Bosland, CFA

Senior Vice President

Fixed Income Portfolio Manager

Lauren B. Brown

Lauren B. Brown

Vice President

Portfolio Manager and Research Analyst

Anson C. Clough, CFA, CFP®

Anson C. Clough, CFA, CFP®

Senior Vice President

Managing Director, Fixed Income

Gary B. Crofton

Gary B. Crofton

Senior Vice President

Fixed Income Portfolio Manager

Whitney Pearce Fitts, CFA

Whitney Pearce Fitts, CFA

Senior Vice President

Fixed Income Portfolio Manager and Research Analyst

Gregory A. Lally

Gregory A. Lally

Senior Vice President

Fixed Income Portfolio Manager

James C. Quealy, CFA

James C. Quealy, CFA

Vice President

Fixed Income Portfolio Manager and Research Analyst

Ryan G. Tracy

Ryan G. Tracy

Vice President

Portfolio Manager and Research Analyst

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