News & Announcements


Happy Holidays From All at Appleton Partners

We look to the end of an eventful year and towards 2023 with gratitude for our partners and your ongoing trust and support. It is with this appreciation in mind that we reaffirm our commitment to making an impact in our community by supporting two worthy organizations.

Find the Cause Breast Cancer Foundation serves to fund efforts to find the cause of breast cancer, a disease that affects 1 in 8 American women. Their mission is to fund research on the environmental causes of breast cancer, educate the public, and focus on prevention.

The International Rescue Committee (IRC) has launched an emergency appeal to support displaced families in Ukraine. Through local partners, the IRC is providing aid that assists the evacuation of women and children, information and psychological support, as well as critically needed supplies.

On behalf of the Appleton Partners team, we wish you and yours a very happy and healthy holiday season and joy and peace in the New Year.


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.
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.