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Charitable Events
Appleton’s Jen Hall Co-Chairs BEPC’s Community Engagement Committee
October 2, 2024
As Co-Chair of BEPC’s Community Engagement Committee, Jen is responsible for assisting with the mission to provide BEPC members with opportunities to give back to the local community by teaching financial literacy to underserved populations in the Boston area.
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Appleton Participates in Nativity Prep Summer Lunch Sponsor Series
July 30, 2024
A group of Appleton Colleagues was on hand to host and serve lunch to the 5th and 6th grade students at Nativity Preparatory School, an accredited, tuition-free, Jesuit middle school for boys of all faiths from underserved families residing in Boston.
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Appleton Competes in Franciscan Children’s Boston Pickleball Challenge
July 30, 2024
Team Appleton was thrilled to participate in the 2024 Boston Pickleball Challenge benefitting Franciscan Children’s. API is proud to support such a worthy and uplifting organization.
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Appleton Employees Spend Time Volunteering at Community Servings
June 12, 2024
Through ACE (Appleton Community Engagement), a group of Appleton colleagues had the opportunity to participate in a day of service with Community Servings, an organization focused on providing medically tailored, nutritious meals to critically ill individuals and their families...
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Appleton is Proud to Support Cradles to Crayons Boston
February 12, 2024
This February our colleagues at Appleton were proud to support Cradles to Crayons Boston with both a Coat Drive and on-site volunteer event.
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Appleton Supports Special Olympics Massachusetts and the 2023 Boston Inclusive Cornhole Tournament
October 25, 2023
Appleton was proud to sponsor two teams in this year’s Boston Inclusive Cornhole Tournament to support Special Olympics of Massachusetts. With the help of one of our SOMA athletes Stephano, one of Appleton’s teams took home the first place trophy! The team was thrilled to be part of such a…
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Drew Peterson Bikes Vermont’s 200-on-100 for Little Bellas
August 29, 2023
Drew completed this route that spans 212 miles and more than 13,000 feet of climbing, following Rt 100 in Vermont from the Canadian to the Massachusetts border in a single day of riding. To motivate him along the way he used his participation to fundraise for Little Bellas, a program…
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Jason Cook Runs 2023 Falmouth Road Race in Support of The Brittany Fund
August 29, 2023
On a beautiful Sunday this August, Jason participated in the 51st running of the Falmouth Road Race. He completed the 7 mile seaside course in honor of his friend Brittany Loring who was severely injured in the Boston Marathon bombing. The Brittany Fund raises money that is used to help…
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Team Appleton Supports Franciscan Children’s as Gold Sponsor for Inaugural Boston Pickleball Challenge
June 26, 2023
Appleton Partners was honored to support our friends at Franciscan Children’s as the Gold Sponsor for their first ever Boston Pickleball Challenge! API had a fantastic team turnout and were thrilled to participate and support the hospital’s mission, “So every kid can.”
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Appleton’s Geoff Chamberlain Takes Frosty Dip in the Atlantic to Support Special Olympics of Massachusetts
February 27, 2023
Geoff bravely faced cold temps on land and sea to participate once again in the Polar Plunge for Special Olympics, an event that raises money to support their programs for thousands of athletes. Geoff secured donations of over $2500 to aid this worthy organization. Appleton is proud to be a…
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About Appleton
Overview
Who We Serve
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Private Client Services
Overview
Client Login
Financial Planning Solutions
Customized Wealth Management
Non-Profit Partnerships
Investment Solutions
Webinars and Briefs
Private Client Services Team
Investment Process
Overview
Key Tenets
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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