Whitney Fitts, CFA Featured on Bloomberg Markets: “The Close” Highlighting Opportunities in Municipals

Whitney Fitts, Fixed Income Portfolio Manager joined Bloomberg TV’s Romaine Bostick and Katie Greifeld to discuss the current market conditions and buying opportunities for Municipal Bonds. Here they highlight issuance levels and current municipal market trends.

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04.29.2026

Jennifer M. Hall, CFP®, AEP® Elected to BEPC’s Board of Directors

"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."

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12.29.2025

Caroline Schmidt, CFA Named to Smith’s Research & Gradings 2025 Rising All-Star Team

"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..."

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10.21.2025

Remembering Kathleen M. Burge, Co-Founder of Appleton Partners

"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..."

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