Role at Appleton
Elena joined Appleton in 2026 as a Wealth Management Associate within Appleton’s Wealth Management Team. In her role, she focuses on the needs of an array of clients, working closely with the firm’s wealth managers and collaborates with a variety of departments within the firm. Additionally, Elena handles various portfolio support requests and client communications across the Wealth Management team.
Professional Experience
Prior to joining Appleton, Elena was employed as a Supervisor of Fixed Income Operations at Parametric Portfolio Associates, a division of Morgan Stanley Investment Management. In this role, she was responsible for overseeing the process of new and existing portfolio implementations, and acting as a liaison between portfolio managers, sales, and product teams. Elena is a CFA Level I candidate.
Education
B.A., Connecticut College
Personal Notes
Elena is originally from Wayland, MA and currently resides in South Boston. In her spare time, she enjoys spending time with friends, running, playing tennis, and traveling. She spends much of the summer with family on Cape Cod.
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