Role at Appleton
Jill is responsible for marketing communications and branding at Appleton. She plays the lead role in coordinating and overseeing materials for each investment strategy, acting as liaison between the investment management, marketing, performance, client service, and compliance teams. Jill works closely with the Institutional and Wealth Management sales teams to plan and promote effective business development efforts. She also oversees Appleton’s website and the firm’s email marketing and social media initiatives. Jill serves as Co-Director of Appleton Community Engagement (ACE), managing volunteer and charitable endeavors for the firm and its employees.
Professional Experience
Jill began her career at Appleton in the Operations Department in 2003 before transitioning to her role in Marketing. Prior to joining Appleton Partners, she held a position in client services at CitiStreet, a retirement plan administrator. Jill earned the CFA Institute Investment Foundations® Certificate.
Education
B.A., Boston College
Personal Notes
Jill lives just south of Boston with her husband and two children. In her spare time, she enjoys supporting her kids’ sports teams, baking, reading, and spending time outdoors with her family.
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