Jennifer Hall, CFP® Featured in Millennial Investment Discussion

Fostering greater engagement of millennials in retirement savings and financial planning is an important industry challenge. Jennifer Hall, CFP® contributed to the dialogue as a Portfolio Summits panelist in a recent Millennial Money Management symposium.

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06.11.2024

Appleton Partners Adds Municipal Investment Professionals

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

05.01.2024

Appleton Partners Bolsters Private Client Sales 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.

01.16.2024

Appleton Among Largest Fee-Only RIAs for 2023 According to Investment News

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.