Appleton Partners, Inc.

Description

Address: 1 Post Office Square, Boston, MA 02109 Hours: Closed ⋅ Opens 8:30AM Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 338-0700: : Website: : : : Category: Place name: : Website: http://www.appletonpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Appleton Partners Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Appleton Partners, Inc. Employees

Employee
Years
Job
Industry
Evan Lereah AAMS®, CRPS® Evan Lereah AAMS®, CRPS® Greater New York City Area Details
Evan Lereah AAMS®, CRPS®'s Appleton Partners, Inc. Experience July 2007 - February 2010
Job Senior Vice President Investment Officer; Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
Lereah Financial Group of Wells Fargo Advisors, LLC   February 2010 - Present
Appleton Partners, Inc.   July 2007 - February 2010
Rydex Investments  July 2002 - June 2007
OppenheimerFunds  June 1998 - July 2002

Education
University of Maryland - Robert H. Smith School of Business   1994 — 1998
Bachelors, Marketing and Finance

University of Maryland College Park   1994 — 1998
BA, Finance and Economics

Ben Doherty Ben Doherty Greater Boston Area Details
Ben Doherty's Appleton Partners, Inc. Experience August 2014 - Present
Job Legal and Compliance Officer at Appleton Partners, Inc.
Industry Investment Management
Experience
Appleton Partners, Inc.   August 2014 - Present
JPMorgan Chase  August 2011 - August 2014
JPMorgan Chase  April 2011 - August 2011

Skills
Mutual Funds, Legal Compliance, Regulatory Compliance, Regulatory Filings, Compliance Management, SEC Filings, Investment Advisor...

Education
Suffolk University Law School   2008 — 2011
JD, Law

Lund University   2009 — 2009
JD, SULS Summer Sweden Law Program at Lund University Law Faculty

Providence College   2004 — 2008
BA, Political Science, Business

Gregory Donoghue Gregory Donoghue Greater Boston Area Details
Gregory Donoghue's Appleton Partners, Inc. Experience September 1998 - Present
Job Vice President Director of Operations and Technology at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   September 1998 - Present
Brown Ledge Foundation   August 2006 - 2012
EquiServe  1996 - 1998

Skills
Portfolio Management, Mutual Funds, Asset Management

Education
Saint Michael's College   1992 — 1996

Elizabeth Hutchinson Elizabeth Hutchinson Greater Boston Area Details
Elizabeth Hutchinson's Appleton Partners, Inc. Experience December 2011 - Present
Job Trading Assistant at Bank of New York Mellon
Industry Banking
Experience
Appleton Partners, Inc.   December 2011 - Present
Bank of New York Mellon  June 2008 - January 2012
Kallmann McKinnell & Wood Architects, Inc.   June 2007 - May 2008

Education
UMass Lowell   2004 — 2008
Bachelor of Science, Accounting

Carl Hall Carl Hall Boston, Massachusetts Details
Carl Hall's Appleton Partners, Inc. Experience January 1998 - January 2001
Job Chief Investment Officer, Wealth Management
Industry Financial Services
Experience
Century Bank  April 2015 - Present
HealthyHive.com   2011 - Present
Natixis Global Asset Management  2012 - April 2015
Choate Investment Advisors  January 2007 - November 2011
Rockland Trust Investment Management Group   January 2004 - January 2007
Appleton Partners, Inc.   January 1998 - January 2001

Skills
Equities, Investments, Portfolio Management, Asset Allocation, Investment Management, Equity Research, Wealth Management, Valuation, Finance, Investment Strategies, Strategy, Business Development, Financial Risk, Entrepreneurship, Bloomberg, Asset Management, Mutual Funds, Alternative Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2003
MBA, Entrepreneurship/Entrepreneurial Studies

Bowdoin College   1994 — 1998
Bachelor of Arts, 1998

UNIVERSITY OF GRENOBLE   1997 — 1997
DIPLOME D'ETUDES EN LANGUE FRANCAISE DU PREMIER DEGRE, 1997

Tabor Academy   1990 — 1994

Redis Kelmendi Redis Kelmendi Boston, Massachusetts Details
Redis Kelmendi's Appleton Partners, Inc. Experience July 2012 - Present
Job New Business Analyst at Appleton Partners, Inc.
Industry Investment Management
Experience
Appleton Partners, Inc.   July 2012 - Present
Hooker & Holcombe Investment Advisors, Inc   June 2008 - July 2012
Hooker & Holcombe, Inc.   March 2007 - June 2008

Education
Central Connecticut State University   2006 — 2008
Masters, International Studies

University of Connecticut   2002 — 2006
Bachelors, Political Science

Bulkeley High School   1998 — 2002
GED, General

Kevin Keddy Kevin Keddy Greater Boston Area Details
Kevin Keddy's Appleton Partners, Inc. Experience March 2009 - March 2010
Job Financial Services Professional
Industry Financial Services
Experience
Forum Staffing Services (Contracted with JP Morgan)   July 2013 - September 2013
Professional Staffing Group (Contracted with Wellington Management Co. LLP)   October 2011 - April 2013
Beacon Hill Staffing Group (Contracted with Brown Brothers Harriman & Co.)   May 2011 - September 2011
Appleton Partners, Inc.   March 2009 - March 2010
Bank of America  April 2005 - August 2008
State Street  June 2004 - April 2005
State Street  June 2003 - June 2004
State Street  May 2001 - June 2003

Skills
Financial Services, CRM, Fixed Income, Equities, Mutual Funds, Investments, Accounting, Relationship Management, Banking, Account Management, Team Building, Management, Account Reconciliation, Software Documentation, Trading, Auditing, Accounts Payable, Investment Management, Human Resources, Internal Audit, Securities, Building Relationships, Financial Analysis, Fund Accounting, Portfolio Management, Finance, Bloomberg

Education
Arizona State University   1998 — 2001
Business, Management

Nancy Place Nancy Place Greater Boston Area Details
Nancy Place's Appleton Partners, Inc. Experience 2003 - Present
Job Senior Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   2003 - Present
USTrust Company of Boston   1996 - 2003
USTrust  1996 - 2003
BayBank  1986 - 1996
Gardner and Preston Moss   1982 - 1986
State Street Research  1980 - 1982

Skills
Portfolio Management, Investments, Alternative Investments, Asset Management, Finance, Asset Managment, Mutual Funds, Financial Analysis, Fixed Income, Strategic Planning, Securities, Equities, Banking, Financial Services, Financial and..., Wealth Preservation..., Multi-generational..., Private Equity, Private Banking, Trust Management, Family Office, Estate Planning

Education
Boston University   1998 — 2001
MFP, Financial Planning and Services

Northwestern University - Kellogg School of Management   1992 — 1994
Trust Administration

Simmons College - Simmons School of Management   1988 — 1991
MBA, Finance

Bentley University   1977 — 1981
BS, Finance

Deirdre Hall, CFA Deirdre Hall, CFA Greater Boston Area Details
Deirdre Hall, CFA's Appleton Partners, Inc. Experience October 2001 - January 2007
Job Managing Director at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC  May 2015 - Present
Boston Private Bank  July 2012 - May 2015
Rockland Trust  November 2007 - July 2012
Wood Mackenzie, Inc.   January 2007 - October 2007
Appleton Partners, Inc.   October 2001 - January 2007
Thomson Financial  September 2000 - September 2001

Skills
Financial Analysis, Banking, Investment Management, Big-picture Thinking, Financial Reporting, Finance, Wealth Management, Credit Analysis, Financial Services, Investment Advisory, Series 7, Portfolio Management, Asset Management, Fixed Income, Mutual Funds, Equities, Investments

Education
Duke University   1996 — 2000
BS, Psychology, Pre-Med

Laura Hern Laura Hern Providence, Rhode Island Details
Laura Hern's Appleton Partners, Inc. Experience May 2015 - Present
Job Student at Providence College
Industry
Experience
Appleton Partners, Inc.   May 2015 - Present

Skills
Microsoft Excel, Social Media, Microsoft Word, Public Speaking, PowerPoint, Microsoft Office

Education
Providence College   2013 — 2017
Finance and Marketing

Hingham High School   2009 — 2013
High School

Margaret Brennan Margaret Brennan Boston, Massachusetts Details
Margaret Brennan's Appleton Partners, Inc. Experience November 2014 - Present
Job Assistant Portfolio Manager at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   November 2014 - Present
Appleton Partners, Inc.   June 2014 - October 2014
WMS Partners, LLC  January 2014 - May 2014
Casual Male Retail Group  June 2012 - August 2012

Skills
Spanish

Education
Loyola University Maryland   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Information Systems

University College Cork   2013 — 2013
Study Abroad

Hingham High School   2006 — 2010

Drew Peterson, CFA, CIPM Drew Peterson, CFA, CIPM Greater Boston Area Details
Drew Peterson, CFA, CIPM's Appleton Partners, Inc. Experience February 2015 - Present
Job Assistant Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   February 2015 - Present
Appleton Partners, Inc.   August 2012 - Present
Brown Brothers Harriman  December 2010 - March 2012
The Bank of New York Mellon  April 2010 - February 2011
The Bank of New York Mellon  March 2007 - March 2010
The Bank of New York Mellon  October 2005 - May 2007
State Street  February 2005 - September 2005
State Street  February 2004 - February 2005

Skills
Fixed Income, Mutual Funds, Equities, Finance, Financial Services, Alternative Investments, Analysis, Performance Attribution, Performance Measurement, Financial Risk, Hedge Funds, Asset Allocation, Microsoft Excel, Microsoft Office, Coffee

Education
Middlebury College   1999 — 2003
BA

Benjamin Holcombe Benjamin Holcombe Greater Boston Area Details
Benjamin Holcombe's Appleton Partners, Inc. Experience September 2014 - Present
Job Sales and Marketing Associate at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   September 2014 - Present
Graystone Consulting, Morgan Stanley Wealth Management   March 2012 - August 2014
Federated Investors  August 2010 - October 2011

Skills
Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Financial Advisory, Investment Strategies, Series 7, Sales

Education
St. Lawrence University   2005 — 2009
BA, government

Glenn Presutti Glenn Presutti Greater Boston Area Details
Glenn Presutti's Appleton Partners, Inc. Experience 1992 - 1995
Job Range Rover & Land Rover of Hanover
Industry Automotive
Experience
Range Rover & Land Rover of Hanover   August 2012 - Present
Coastal Nissan  July 2009 - August 2012
Clair Porche/Audi   September 2006 - July 2009
South Shore Jeep   June 2003 - September 2006
State Street  1995 - 2003
Appleton Partners, Inc.   1992 - 1995

Skills
Automotive, Sales Management, Customer Retention, Customer Satisfaction, Profit, Dealers, New Business Development, Automobile, Sales Process, Dealer Management, Negotiation, Customer Service, Forecasting, Strategic Planning, Account Management, Team Building, Sales, Automotive Aftermarket, Vehicles, Business Planning

Education
Massachusetts College of Liberal Arts   1984 — 1988

James Bosland James Bosland Greater Boston Area Details
James Bosland's Appleton Partners, Inc. Experience December 2001 - Present
Job Senior Vice President at Appleton Partners, Inc.
Industry Investment Management
Experience
Appleton Partners, Inc.   December 2001 - Present
H.C. Wainwright   June 1999 - December 2001
Bank of Boston  1989 - 1999

Skills
Portfolio Management, Fixed Income, Asset Management, Capital Markets, Asset Allocation, Securities, Investment Management, Mutual Funds, Financial Analysis, Wealth Management, Investment Strategies, Bonds, Trading, Asset Managment

Education
Babson College - Franklin W. Olin Graduate School of Business   1984 — 1986
MBA

Boston University   1982 — 1984
BA, Economics

The College of Wooster   1980 — 1982

Pingry

Dick MacKinnon Dick MacKinnon Greater Boston Area Details
Dick MacKinnon's Appleton Partners, Inc. Experience March 2015 - Present
Job Senior Vice President, Appleton Partners, Inc.
Industry Investment Management
Experience
Appleton Partners, Inc.   March 2015 - Present
Boston Private Bank & Trust Co.   April 2000 - March 2015
Fleet Bank  1995 - 1999
Shawmut Bank  1990 - 1995

Skills
Wealth Management, Investment Strategies, Investment Management, Banking, Portfolio Management, Asset Management, Endowments

Education
Babson College   1964 — 1968
BSBA

Daniel Buckley, CFA Daniel Buckley, CFA Boston, Massachusetts Details
Daniel Buckley, CFA's Appleton Partners, Inc. Experience November 2003 - Present
Job Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   November 2003 - Present
State Street  August 1998 - September 2003

Education
Boston University Questrom School of Business   2005 — 2006
MSIM, Investment Management

Boston College   1993 — 1997
BA, Economics

Doug Chamberlain Doug Chamberlain Greater Boston Area Details
Doug Chamberlain's Appleton Partners, Inc. Experience October 1988 - Present
Job President & CEO Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   October 1988 - Present

Skills
Asset Management, Alternative Investments, Investments, Investment Strategies, Portfolio Management, Mutual Funds, Securities, Fixed Income, Asset Allocation, Series 7, Asset Managment, Equities, Financial Services, Financial Analysis, Trading, Hedge Funds, Private Equity, Wealth Management, Investment Advisory

Education
Boston University - School of Management   1974 — 1976
BAS

Boston University - School of Management   1970 — 1976
MBA

Lauren Brown Lauren Brown Greater Boston Area Details
Lauren Brown's Appleton Partners, Inc. Experience May 2008 - Present
Job Assistant Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   May 2008 - Present
Eaton Vance  June 2000 - May 2008

Skills
Portfolio Management, Investments, Wealth Management, Fixed Income, Asset Management, Customer Relations

Education
Bentley University   1996 — 2000

James Quealy James Quealy Greater Boston Area Details
James Quealy's Appleton Partners, Inc. Experience February 2004 - Present
Job Vice President at Appleton Partners, Inc.
Industry Investment Management
Experience
Appleton Partners, Inc.   February 2004 - Present
State Street Bank  April 1998 - September 2003

Education
Boston University Questrom School of Business   2001 — 2002
MSIM, Investment Management

Boston College   1993 — 1997
BS, Finance and Marketing

Michael DiGiando Michael DiGiando Greater Boston Area Details
Michael DiGiando's Appleton Partners, Inc. Experience January 2010 - Present
Job at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   January 2010 - Present
State Street Bank  July 2007 - December 2009
Investors Bank & Trust  December 2005 - June 2007

Skills
Business Process..., Operational Efficiency, Operations Management, IT Operations, Operational Risk..., APX, Moxy, Axys, VBA, Access Database, Business Continuity..., Disaster Recovery, Account Reconciliation, Settlement, Back Office, Middle Office, Project Coordination, Data Analysis, Microsoft Excel, Bank Reconciliation, Project Management, Process Improvement, Process Automation

Education
Boston University   2001 — 2005
BA, American Politics / Pre-Law

Wellesley High   1997 — 2001

Wellesley High

Bonnie Tracy Bonnie Tracy Greater Boston Area Details
Bonnie Tracy's Appleton Partners, Inc. Experience MDBankBoston1983 - 2000
Job Senior Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   MDBankBoston1983 - 2000

Education
Rosemont College   1966 — 1970
English

Loretta Sullivan Loretta Sullivan Greater Boston Area Details
Loretta Sullivan's Appleton Partners, Inc. Experience March 2015 - Present
Job Fixed Income Operations/Settlements at Appleton Partners
Industry Investment Management
Experience
Appleton Partners, Inc.   March 2015 - Present
BNY Mellon  June 2012 - March 2015
BNY Mellon  September 2011 - June 2012
BNY Mellon  August 2010 - September 2011
Brockton Rox  October 2007 - October 2009
Nashua Pride Professional Baseball  May 2007 - September 2007
Smith College  September 2006 - December 2006

Education
Isenberg School of Management, UMass Amherst   2003 — 2007
B.S., Sport Management

Doherty Memorial High School

Judith (Jody) Cullinane Judith (Jody) Cullinane New London/Norwich, Connecticut Area Details
Judith (Jody) Cullinane's Appleton Partners, Inc. Experience 1988 - 1999
Job Financial Consultant at Charles Schwab Independent Branch
Industry Financial Services
Experience
Charles Schwab  February 2014 - Present
The Washington Trust Company  April 2006 - February 2014
Appleton Partners, Inc.   1988 - 1999

Skills
Financial Services, Wealth Management, Marketing, Marketing Strategy, Marketing Communications, New Business Development, Event Planning, Account Management, Investment Management

Education
Bryant University   2012 — 2013
Business Management Certificate

Northern Virginia Community College   2000 — 2003
Associate's degree, Design and Visual Communications, General

Merrimack College   1982 — 1987
BS, Business/Finance

Keith Meliones Keith Meliones Greater Boston Area Details
Keith Meliones's Appleton Partners, Inc. Experience May 2014 - January 2015
Job Capital Markets Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners  January 2015 - Present
Appleton Partners, Inc.   May 2014 - January 2015
State Street  July 2013 - May 2014
State Street  June 2012 - June 2013

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2012