News & Announcements

06.01.2021

Appleton Partners Announces Changes and Addition to Municipal Research Team

Janet Kelliher, after a distinguished career in the municipal markets, will be retiring effective June 30, 2021. Nathan W. Harris, CFA®, currently Co-Head of Municipal Research with Janet, will be assuming sole leadership of the department at that time. Jason Apruzzese, CFA® has also joined the firm as a Vice President.

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"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..."