Role at Appleton
Sam is a member of the Sales & Marketing Team, serving as Client Service Manager for Appleton’s Institutional Business. Focusing primarily on RIA relationships, Sam is responsible for overseeing and delivering exceptional service to all of our partners. Additionally, she is the principal contact for facilitating the onboarding process for new custodian, RIA & Platform relationships.
Professional Experience
Sam’s relationship with Appleton Partners dates to her college years when she interned over the course of three summers. Upon receiving her undergraduate degree, she joined Loomis, Sayles & Company as a Sales & Marketing Coordinator before returning to Appleton in 2013. She holds the CFA Institute Investment Foundations® Certificate.
Education
B.A., Northeastern University
Personal Notes
Sam lives in West Roxbury with her husband, two daughters, and Bernese Mountain Dog. In her spare time she enjoys working out, traveling, reading, and watching the Food Network.
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.
