News & Announcements


Appleton Partners Adds Municipal Investment Professionals

Oana Bandar, CFA and Tristan Lau Join Appleton’s Municipal Team

BOSTON (June 10, 2024) – Appleton Partners, Inc., a privately-owned and operated investment advisor based in Boston, MA with $12.7 billion under management1 announced today the addition of two fixed income investment professionals.

Oana Bandar, CFA, is assuming the role of Vice President, Portfolio Manager and Trader. She brings extensive experience managing and trading national and state-specific tax-exempt bond portfolios, most recently with BNY Mellon Private Wealth Management. Oana will report to Whitney Fitts, CFA, Head of Municipal Portfolio Management.

Tristan Lau is joining Appleton Partners as Municipal Research Analyst reporting to Nate Harris, CFA, Director of Municipal Research. He comes to Appleton from T. Rowe Price where he undertook credit research of general obligation, public power, water & sewer, and higher education bond issuers.

Anson Clough, CFA, Managing Director of Fixed Income, noted that “the additions of Oana and Tristan strengthen an already deep municipal team at a time when our separately managed account business is growing. They will bring fresh credit research, market, and portfolio management insight, adding to the resources and expertise that we are able to offer our clients and partners.”


Robert Krantz, (617) 303-0788, [email protected]


Appleton Partners is a 100% employee-owned and operated investment advisor founded in 1986 and located in Boston, MA. Entrusted with $12.7 billion of investor assets1, Appleton Partners manages customized separate accounts for individual and institutional investors, while also serving the financial planning and wealth management needs of private clients.

  1. As of June 10, 2024
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.