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.

06.11.2024

Appleton Partners Adds Municipal Investment Professionals

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

05.01.2024

Appleton Partners Bolsters Private Client Sales 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.

01.16.2024

Appleton Among Largest Fee-Only RIAs for 2023 According to Investment News

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.