News & Announcements

07.24.2023

CNBC’s “The Exchange” Speaks with Jeff Johnson on Munis & SMAs

Appleton’s Jeff Johnson was recently featured on CNBC’s “The Exchange” with Dom Chu concerning the municipal bond market and a surge in interest in separately managed accounts (“SMAs”).

 

Watch here

 

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