Role at Appleton
Caroline joined Appleton in 2020 as a Municipal Bond Research Analyst. Her work within the Municipal Credit department is focused on analyzing credits for the Fixed Income portfolio management team. In this capacity, she plays an important role in the development, implementation, and overall investment decision process of Appleton’s municipal research efforts.
Professional Experience
Caroline was previously with Eaton Vance, where she was a Fixed Income Research Associate on the Municipal Team. In this role, she was responsible for monitoring credit holdings, conducting in-depth research, and worked directly with Portfolio Managers on sector and market reporting. Caroline is a CFA® charterholder.
Education
B.S., University of New Hampshire
Personal Notes
Caroline currently resides in Somerville, MA. In her spare time, she enjoys spending time with family and friends, cooking, reading, and staying active.
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