News & Announcements

09.17.2024

Greg Lally & Ben Holcombe Join Clarendon Private Webinar to Discuss Opportunities to Extend Duration

Tucker Hamlin, an Investment Specialist at Clarendon Private, was joined by Appleton’s Greg Lally and Ben Holcombe in a recent webinar exploring “the strategic advantages of extending duration beyond cash holdings and underscores the critical role of active management during economic shifts.”

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"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."
"Appleton is proud to announce that Caroline Schmidt, CFA, was named to Smith’s Research & Gradings 2025 All-Star Municipal Analyst Awards as a member of the Rising All-Star Team..."
"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..."