Role at Appleton
Greg Lally is a Senior Vice President and Senior Portfolio Manager on Appleton’s Municipal Fixed Income Team. He is also a member of the Fixed Income Investment Committee, where he oversees portfolio analysis and trading execution technology. Additionally, Greg plays a dynamic role in maintaining existing relationships with Appleton’s Institutional Consultant network, as well as developing new account relationships.
Professional Experience
Greg joined Appleton in 1997 and has served in a variety of roles over his 28-year tenure, including senior manager of the Unified Managed Account (UMA) strategy and, more recently, as head of the Municipal Bond Ladder Strategy.
Education
M.S.I.M., Boston University
B.A., Boston College
Personal Notes
Greg and his wife live in Norwell, MA with their four children. In his spare time, he enjoys playing lacrosse, skiing, boating, and coaching his children’s sports teams.
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.
