Appleton Partners, Inc.
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
Appleton Partners, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Appleton Partners, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Appleton Partners, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Appleton Partners, Inc. MDBankBoston1983 - 2000
Education
Rosemont College 1966 — 1970
English
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
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
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