News
February 08
Appleton Partners Included in 2022 Top Fee-only RIAs in Investment News
Appleton Partners is excited to announce that our firm was ranked as one of Investment News Top Fee-only RIAs for 2022 as of August 23, 2022. Appleton is 100% employee-owned and operated and has been serving the wealth management and financial planning needs of clients in a personalized manner since 1986.
January 31
JP Chevriere, Appleton Board Member, Passes Away at Age 75
It is with sadness that we announce the passing of JP Chevriere, a longtime, admired member of Appleton Partners’ Board of Advisors, after an extended illness. JP joined Appleton’s Board in 1989 and has served our senior management team and company at large with distinction ever since.
Learn MoreDecember 21
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.
December 21
Jeff Johnson Discusses 2023 Muni Outlook on CNBC
Jeff Johnson joins Kelly Evans and Dom Chu on CNBC’s ‘The Exchange’ to discuss the outlook for municipal bonds in 2023.
Learn MoreOctober 20
Whitney Fitts Joins Bloomberg TV’s Taylor Riggs to Highlight Today’s Municipal Market Environment
Whitney Fitts, CFA, SVP, Portfolio Manager, joined Taylor Riggs on Bloomberg TV’s Muni Moment to offer comments on rate volatility and the municipal bond market. Hear their conversation on the Fed, interest rate expectations, inflation, and market conditions.
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June 27
Appleton’s Jen Hall Presents 2022 Mass Nonprofit Leadership Award
Appleton Partners was pleased to sponsor the Mass Nonprofit Network’s Leadership Award at their 2022 Nonprofit Excellence Awards on June 22nd. The Leadership award recognizes a nonprofit senior executive whose “strategic vision, passion, ethical integrity, innovation, and collaborative style have led to a strong record of extraordinary results and has helped to guide his or her organization.”
June 08
Team Appleton Takes 3rd Place in 2022 Boston Wiffle Ball Challenge
Team Appleton took third place in the final Boston Wiffle Ball Challenge and Appleton’s own Doug Chamberlain along with Art Page and Andy Hoar were named tournament MVPs
April 28
Appleton’s Whitney Fitts, CFA Featured on the Impact Investing Panel at ESG East Summit
Appleton’s Whitney Fitts, CFA participated on the “Focus on Impact Investing Panel” at Portfolio Summits ESG East Summit held April 27th at Westin Copley Place.
December 01
Jesse Martin Joins Appleton Partners Relationship Management Team
Jesse Martin has joined Appleton Partners in a senior business development role working with financial advisors and other intermediaries. He will develop and support advisor relationships at prominent wirehouse and independent broker-dealers through which Appleton’s separately managed account strategies are offered.
November 02
Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood
Margaret Brennan and Jennifer Hall, CFP® led a CBIZ sponsored webinar on financial matters faced by young adults. We were pleased to partner with CBIZ on a subject of acute interest and importance.
June 01
Appleton Partners Announces Changes and Addition to Municipal Research Team
Janet Kelliher, after a distinguished career in the municipal markets, will be retiring effective June 30, 2021. Nathan W. Harris, CFA®, currently Co-Head of Municipal Research with Janet, will be assuming sole leadership of the department at that time. Jason Apruzzese, CFA® has also joined the firm as a Vice President.
June 01
Municipal Impact Strategy Offers HNW Investors a Unique Value Proposition
Appleton Partners is pleased to announce the introduction of a separate account strategy offering investors an ability to direct capital to American communities where it is most needed while potentially enhancing tax-exempt income and total return.