News & Announcements

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

Thomas Hagstrom, CFA, has been named Director of Business Development, Private Client Services. He joins Appleton Partners from Charles Schwab & Co. where he served as Managing Director and Head, Client Portfolio Strategist Group.

Appleton is proud to announce that our firm was identified as the 5th largest fee-only RIA in the Northeast Region by Investment News for 2023.

Appleton Partners, Inc., announced today the elevation of two senior members of the municipal investment team who are taking on newly created roles to solidify the firm’s focus on long-term growth.

It is with great sadness that we announce the passing of James Ladge, CFA on September 29, 2023, after a courageous battle with an aggressive illness. On behalf of everyone at Appleton Partners, please join us in keeping Jim’s family in your thoughts.

Appleton is extremely proud of our team and the hard work they put in to making our client experiences top notch. We also recognize the amazing work they put in outside the office and are thrilled to highlight a few recent accomplishments.

Whitney Fitts, Fixed Income Portfolio Manager joined Bloomberg TV’s Romaine Bostick and Katie Greifeld to discuss the current market conditions and buying opportunities for Municipal Bonds. Here they highlight issuance levels and current municipal market trends.

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”).