Role at Appleton
Chris joined Appleton Partners in 2018 and serves as a Wealth Manager and Financial Planner on the Wealth Management Team. Chris is active in marketing, as well as the firm’s financial planning efforts. He works closely with clients’ estate planning attorneys and other advisors to create customized, outcome-oriented solutions.
Professional Experience
Chris’s career in financial planning spans almost two decades across multiple firms, each with their own unique outlook, a combination of experiences that gives Chris a diverse perspective. He has spent most of his career working with high-net-worth individuals and families on comprehensive financial planning strategies.
Education
B.S. Bentley College
Personal Notes
Outside the office, Chris enjoys spending time with family and friends, with an affinity for golf and spending time on the Cape. Chris resides in Burlington, MA, with his wife, three children, and family dog. As a member of that community, he spent almost 10 years with the Burlington Breakfast Rotary Club, an organization for which he is a Past President and is a current member of the Burlington Area Chamber of Commerce.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
