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About Appleton
Overview
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Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
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Portfolio Management Team
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Overview
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Financial Planning Solutions
Customized Wealth Management
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Active Management
Passive Strategies
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Thomas W. Hagstrom, CFA
May 20, 2024
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Irving Dunn
March 12, 2024
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Vinny Capolupo, CIMA®
September 18, 2023
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Sarah Brodeur
June 7, 2023
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Tim Delaney, CFA, CAIA, CMT®
June 7, 2023
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Dustin Ping
June 7, 2023
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David Melanson
February 27, 2023
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Sonia Chebout
February 27, 2023
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Stephen A. Michienzi, CFA
November 17, 2022
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Aarti Sharma
November 17, 2022
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About Appleton
Overview
Who We Serve
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Private Client Services
Overview
Client Login
Financial Planning Solutions
Customized Wealth Management
Non-Profit Partnerships
Investment Solutions
Webinars and Briefs
Private Client Services Team
Investment Process
Overview
Key Tenets
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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