News

October 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.”

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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

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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.

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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.

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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.

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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.

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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.

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April 14

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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April 12

Jeff Johnson Comments on Bond Market Developments

Jeff Johnson, National Sales Manager, offers perspective concerning the bond markets on TD Ameritrade’s broadcast network.  Hear his thoughts concerning municipals, Treasury yields, and the Federal Reserve’s policy outlook.  @TDANetwork

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October 14

Jim O’Neil Named to National Estate Planning Board

Appleton Partners is proud to announce that James M. O’Neil, Jr., Esq., AEP®, SVP and Managing Director of Private Client Services, has been named to the Board of Directors of the National Association of Estate Planners & Councils (NAEPC).

 

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September 11

Kyle Lortie Featured on TD Ameritrade Network

Kyle Lortie, VP of Institutional Sales, was interviewed by Oliver Renick of TDAmeritrade on “Morning Market Live” on 9/10/20.  Hear their conversation concerning inflation and interest rates, Fed policy, the fixed income markets and municipal credit conditions. @TDANetwork

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