Appleton extends congratulations and thank you to Walter for his many years as an integral part of Appleton’s Private Client Services team.Walter joined Appleton Partners in 1997, and served as a Senior Vice President and Portfolio Manager for various family and not-for-profit client relationships.
Walter worked closely with clients’ outside advisors – consultants, attorneys and tax professionals – and was a member of the Appleton Equity Investment Committee.
Walter has been involved with Easter Seals for many years as a volunteer, Board member, and Chairman of their Investment Committee. He also sits on the investment committee for a few other not-for-profit and public entities. He and his wife make their home in Ipswich, MA and enjoy spending time with their children and grandchildren in Massachusetts and California.
We wish Walter well in retirement and appreciate his many years of service to his colleagues and clients at Appleton.