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

Anson C. Clough, CFA, CFP®

Senior Vice President
Managing Director, Fixed Income

Gregory A. Lally

Senior Vice President
Fixed Income Portfolio Manager

James C. Quealy, CFA

Senior Vice President
Head of Municipal Trading

James L. Bosland, CFA

Senior Vice President
Fixed Income Portfolio Manager

Jason Audette

Senior Vice President
Fixed Income Portfolio Manager and Research Analyst

Lauren B. Brown

Vice President
Portfolio Manager and Research Analyst

Ryan G. Tracy

Vice President
Portfolio Manager and Research Analyst

Whitney Pearce Fitts, CFA

Senior Vice President
Head of Municipal Portfolio Management