Boston, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Appleton Partners, Inc.
Investment Manager
Firm-wide stats for Appleton Partners, Inc.
About
Appleton Partners provides discretionary portfolio management and wealth management services to a mix of individuals (including high-net-worth clients), trusts, charitable organizations, corporations, and clients sourced through third‑party platforms and Sponsors. The Firm manages approximately $12.55 billion in discretionary assets and focuses its direct advisory work on municipal bond, taxable bond, and equity strategies while also offering financial planning and separately managed account solutions.
The Firm’s investment approach combines fundamental, relative‑value, and technical analysis applied across custom fixed income and equity strategies, including a municipal impact strategy that uses proprietary issuer‑specific impact scoring and a BetaCore core‑satellite approach that incorporates ETFs (and, in some portfolios, spot cryptocurrency ETFs and private funds). Appleton commonly serves as a sub‑advisor or through dual contracts and typically receives suitability determinations and client communications from Advising Firms or Sponsors rather than engaging directly with end investors in those arrangements.
Noteworthy differences from many peers include the Firm’s regular client reporting with quarterly reconciled appraisals and market overviews (a periodical-style communication highlighted in the Brochure), its documented programs for fixed‑income cross trades, buybacks and tax‑loss harvesting, and its reliance on percentage‑of‑AUM fees (negotiable and subject to a minimum quarterly fee) rather than fixed‑fee arrangements. The Brochure also shows Appleton manages a large asset base with a relatively small advisory team, a structural feature that could affect how its services are delivered.
Based on Appleton Partners, Inc.
Location
One Post Office Square, 5th Floor
Boston MA 02109
Advisors at this office
30
Advisors at this office
Thomas H
Verified by Warmer
Book time directly with this advisor
CFA®, Series 63, Series 66
Boston, MA
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.
Douglas C
CFA®
Boston, MA
Appleton Partners, Inc.
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 D
CFA®
Boston, MA
Appleton Partners, Inc.
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 M
Series 63, Series 66
Boston, MA
Appleton Partners, Inc.
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 M
Series 65
Boston, MA
Appleton Partners, Inc.
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 C
CFP®, CFA®, Series 63
Boston, MA
Appleton Partners, Inc.
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 P
CFA®
Boston, MA
Appleton Partners, Inc.
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 H
CFA®
Boston, MA
Appleton Partners, Inc.
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 B
CFA®
Boston, MA
Appleton Partners, Inc.
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 B
Series 65
Boston, MA
Appleton Partners, Inc.
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 H
Series 66
Boston, MA
Appleton Partners, Inc.
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 C
CFA®
Boston, MA
Appleton Partners, Inc.
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 P
Series 63, Series 65
Boston, MA
Appleton Partners, Inc.
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 B
Series 66
Boston, MA
Appleton Partners, Inc.
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.
James B
CFA®, Series 63
Boston, MA
Appleton Partners, Inc.
James Bosland is a CFA® charterholder with 15 years of industry experience and has been with Appleton Partners, Inc. in Boston since 2001. He holds a Series 63 license and is part of a 31-advisor team at the firm. 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 while employing a combination of fundamental, relative-value, and technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)