News
August 23
Appleton Employee Summer Adventures
Appleton is extremely proud of our team and the hard work they put in to making our client experiences top notch. We also recognize the amazing work they put in outside the office and are thrilled to highlight a few recent accomplishments.
August 10
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.
July 24
CNBC’s “The Exchange” Speaks with Jeff Johnson on Munis & SMAs
Appleton’s Jeff Johnson was recently featured on CNBC’s “The Exchange” with Dom Chu concerning the municipal bond market and a surge in interest in separately managed accounts (“SMAs”).
Learn MoreJuly 12
Appleton Named to 2023 List of Largest Independent Investment Advisers in Massachusetts
Appleton Partners was ranked as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 6th largest in total assets under management as of June 1, 2023.
April 06
Appleton Announces Retirement of Walter Zagrobski, Portfolio Manager
Appleton extends congratulations and thank you to Walter for his many years as an integral part of Appleton’s Private Client Services team.
Learn MoreFebruary 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.
Learn More
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