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News & Announcements

Jennifer M. Hall, CFP®, AEP® Elected to BEPC’s Board of Directors

"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."
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Caroline Schmidt, CFA Named to Smith’s Research & Gradings 2025 Rising All-Star Team

"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..."
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Remembering Kathleen M. Burge, Co-Founder of Appleton Partners

"It is with great sadness and fond memories that Appleton announces that Kathleen (“Kathy”) Burge, a co-founder and former executive of the firm, passed away at age 75..."
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Honoring the Life and Legacy of William L. Kingman

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Jennifer Hall, CFP®, AEP® Named 2025 Boston Estate Planning Council President’s Award Recipient

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Los Angeles Area Wildfires

"The devastating Los Angeles area wildfires are front and center in our minds."
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Caroline Schmidt, CFA, Named to Boston Municipal Analysts Forum Board

"Appleton Partners, Inc., is pleased to announce that Caroline Schmidt, CFA, Municipal Research Analyst, has been named Treasurer of the Boston Municipal Analysts Forum (“BMAF”)."
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Introducing Appleton Wealth Management

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Greg Lally & Ben Holcombe Join Clarendon Private Webinar to Discuss Opportunities to Extend Duration

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Appleton Partners Adds Municipal Investment Professionals

Appleton adds Oana Bandar, CFA and Tristan Lau to Appleton's Municipal Team...
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