News & Announcements


In Memoriam

BOSTON (October 2, 2023)

It is with great sadness that we announce the passing of James Ladge, CFA on September 29, 2023, after a courageous battle with an aggressive illness. On behalf of everyone at Appleton Partners, please join us in keeping Jim’s family in your thoughts.

Jim, formerly Senior Vice President and Chief Operating Officer, was a trusted colleague and close friend as well as a leader in shaping the company we have become. All of us at Appleton Partners admired his commitment, intelligence, and wit, and we will miss him.

Jim joined Appleton in February of 1993 and has played an integral role ever since in most aspects of our business. He was instrumental in attracting and developing the depth of talent we now possess, in facilitating the growth of our separate account and private wealth management businesses, as well as fortifying our internal operations. He encouraged us all to maintain an undivided focus on clients while collaborating enthusiastically with colleagues. His work and that of all those he touched has positioned Appleton for sustained success.

After announcing Jim’s medical leave of absence in January of 2022, his responsibilities were assumed by Appleton’s senior management team. Michele Hubley, SVP and Director of Human Resources, and Robert Krantz, SVP, Marketing and Distribution Strategy, also serve as Co-Chief Operating Officers reporting to Douglas Chamberlain, CFA, who remains Chief Executive Officer.

On behalf of everyone at Appleton Partners, we honor Jim’s memory and are moving ahead with profound appreciation for the personal and professional ideals he personified.


Robert Krantz
[email protected]



Appleton Partners is a 100% employee-owned and operated investment advisor founded in 1986 and located in Boston, MA. Entrusted with more than $11.5 billion of investor assets1, Appleton Partners manages customized separate accounts for individual and institutional investors, while also serving the financial planning and wealth management needs of private clients.


  1. As of October 1, 2023
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