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Team Members
Asofaafetai “Lou” Tukia
June 3, 2026
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Tristan Lau, CFA
December 16, 2024
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Oana Bandar, CFA
December 16, 2024
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Clarice Pertel
December 16, 2024
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Caroline Hoffman
December 16, 2024
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Ian J. Walsh
December 16, 2024
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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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About Appleton
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Wealth Management
Overview
Financial Planning
Investment Management
Estate & Legacy Planning
The Client Experience
Our Team
Wealth Perspectives
Client Login
Investment Process
Overview
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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