Appleton Partners, Inc.

Thomas Hagstrom is a CFA® charterholder with 30 years of industry experience. He is currently with Appleton Partners, Inc. in Boston, MA, and previously worked at Charles Schwab Investment Advisory and Charles Schwab. He is an Army Veteran and involved in Veteran's affairs. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning for individuals, trusts, charitable organizations, and institutional clients. The firm employs fundamental, relative-value, and technical analysis across fixed income and equity strategies, tailoring portfolios to client objectives with ongoing monitoring and quarterly appraisals.

Kelly Mckernan is a financial advisor at Appleton Partners, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. She has been with Appleton Partners since 2015. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, municipal entities, and corporations. The firm employs fundamental, relative-value, and technical analysis across fixed income and equity strategies, offering tailored portfolio designs and regular client communications.

Douglas Chamberlain is a CFA® charterholder with 20 years of industry experience. He has been with Appleton Partners, Inc. in Boston, MA, since 1988. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, municipalities, and corporations. The firm employs fundamental, relative-value, and technical analysis across various asset classes and offers tailored portfolio solutions with a focus on municipal bond expertise and regular client communications.

Timothy Delaney is a CFA® charterholder currently with Appleton Partners, Inc. in Boston, MA, where he has worked since 2023. He has prior experience at Monarch Partners Asset Management, LLC and Hellman Jordan, spanning over two decades in the investment industry. Appleton Partners provides discretionary portfolio management and wealth management services to individuals, trusts, charitable organizations, corporations, and third-party platforms. The firm manages approximately $12.55 billion in discretionary assets, focusing on municipal bond, taxable bond, and equity strategies using a combination of fundamental, relative-value, and technical analysis.

Jesse Martin is a financial advisor at Appleton Partners, Inc. with 27 years of industry experience. He has held positions at Appleton Partners since 2021 and previously worked at Hartford Funds Distributors, LLC from 2014 to 2021. He holds the Series 63 and Series 66 designations. Appleton Partners provides discretionary portfolio management and wealth management services to individuals, trusts, charitable organizations, and corporations. The firm manages approximately $12.55 billion in discretionary assets, focusing on fixed income and equity strategies while also offering financial planning and separately managed accounts.

David Melanson is a financial advisor at Appleton Partners, Inc. in Boston, holding a Series 65 designation. He has been with Appleton Partners since 2022 and previously worked at Putnam Investments and in education at Saint Anselm College and Wakefield High School. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning for individuals, trusts, charitable organizations, municipalities, and corporations. The firm offers tailored investment strategies combining municipal and taxable fixed income, equities, and ETFs, with a focus on municipal market specializations and regular client communications.

Anson Clough is a CFP® and CFA® with 11 years of industry experience, currently serving as a financial advisor at Appleton Partners, Inc. in Boston, MA. He has been with Appleton Partners since 2000. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning to individuals, trusts, charitable organizations, municipal entities, and corporations. The firm employs fundamental, relative-value, and technical analysis across municipal and taxable fixed income, large-cap equities, and ETFs, tailoring portfolios to client objectives and tax considerations with regular monitoring and market commentary.

Andrew Peterson is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Appleton Partners, Inc. in Boston, MA. He has been with Appleton Partners since 2012. Appleton Partners provides discretionary portfolio and wealth management services to individuals, trusts, charitable organizations, corporations, and third-party platforms. The firm manages approximately $12.55 billion in assets, focusing on municipal bond, taxable bond, and equity strategies with an investment approach that combines fundamental, relative-value, and technical analysis.

Nathan Harris is a CFA® charterholder with 14 years of experience at Appleton Partners, Inc., located in Boston, MA. He has been with Appleton Partners since 2012. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to a diverse client base including high-net-worth individuals, trusts, charitable organizations, and municipal entities. The firm employs a combination of fundamental, relative-value, and technical analysis across fixed income and equity strategies, tailoring portfolios to client objectives and tax considerations.

Daniel Buckley is a CFA® charterholder at Appleton Partners, Inc. in Boston, MA, with 11 years of industry experience. He has been with Appleton Partners since 2003. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, state and municipal entities, and corporations. The firm employs fundamental, relative-value, and technical analysis across municipal and taxable fixed income and equity strategies, tailoring portfolios to client objectives and tax considerations.

Margaret Brennan is a financial advisor at Appleton Partners, Inc. in Boston, MA, holding a Series 65 designation. She has been with Appleton Partners since 2014. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, and various institutional clients. The firm employs fundamental, relative-value, and technical analysis across municipal and taxable fixed income, equities, and ETF strategies, often combining these into tailored balanced or core-satellite portfolios.

Benjamin Holcombe is a financial advisor at Appleton Partners, Inc. in Boston, MA, holding a Series 66 designation with 14 years of industry experience. He has worked at Appleton Partners since 2014. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, municipalities, and corporations. The firm employs fundamental, relative-value, and technical analysis across fixed income and equity strategies, often combining them into tailored balanced or core-satellite portfolios with ongoing monitoring and quarterly client communications.

Geoffrey Chamberlain is a CFA® charterholder with 11 years of industry experience. He has been with Appleton Partners, Inc. in Boston, MA since 2001. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, municipal entities, and corporations. The firm employs fundamental, relative-value, and technical analysis across fixed income and equity strategies, tailoring portfolios to client objectives and tax considerations.

Nancy Place is a financial advisor at Appleton Partners, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Appleton Partners since 2003. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, municipal entities, corporations, and clients on third-party platforms. The firm offers separately managed accounts across fixed income and equity strategies, combining active management and ETFs tailored to client objectives and tax considerations.

Sarah Brodeur is a financial advisor at Appleton Partners, Inc. with five years of industry experience. She holds the Series 66 designation and has previously worked at Equitable Advisors, LLC, as well as in the hospitality sector at several Boston-area establishments. In addition to her advisory role, she is involved with Lucia Ristorante. Appleton Partners provides discretionary portfolio management and wealth management services to individuals, trusts, charitable organizations, and corporations. The firm manages approximately $12.55 billion in discretionary assets, focusing on municipal bond, taxable bond, and equity strategies, and employs a combination of fundamental, relative-value, and technical analysis in its investment approach.