News & Announcements


Appleton Partners Enhances Technology & Operations Infrastructure

Punit Shetty joins the firm as Vice President, Senior Business Systems Analyst

BOSTON (March 27, 2020) – Appleton Partners, Inc., a privately-owned and operated investment advisor based in Boston, MA with $11.4 billion under management* announced today an important addition to their technology and operations team.

Punit Shetty has joined Appleton Partners in a senior role involving the analysis, design, implementation and strategic integration of data and technology services across the firm. He will work closely with senior management to identify organizational needs and help develop technology solutions.

Punit joins Appleton from Eaton Vance Investment Management where he served as Assistant Vice President and Team Lead. He earned an MBA at Johnson & Wales University and holds a bachelor’s degree from Mumbai University.

“Punit brings to Appleton extensive experience in data management and systems technology, as well as keen insight into the investment management industry. His addition will help us enhance our portfolio management and operational interface with clients, while also developing internal efficiencies that support growth”, stated Jim Ladge, Chief Operating Officer.

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 over $11.4 billion of investor assets*, Appleton Partners manages customized separate accounts for individual and institutional investors, while also serving the financial planning and wealth management needs of private clients.

*As of March 2, 2020

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