Experience

Appleton Partners, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Vice President, Portfolio Manager

  • Mar 2022 - 1 year 10 months

  Boston, Massachusetts, United States

• Assistant Vice President

  • Apr 2019 - 4 years 9 months

  Greater Boston Area

• Assistant Portfolio Manager

  • Jan 2016 - 8 years

  Greater Boston Area - Support Portfolio Managers as the delegated client contact by responding promptly and accurately to client requests and inquiries - Communicate with attorneys, CPAs and other professionals on clients’ behalf to assist in the relationship management process - Facilitate quarterly investment reviews with Portfolio Managers focusing on asset allocation and core holdings - Assist Portfolio Managers and Product Specialists on various trust, estate, and financial planning tasks -… Show more - Support Portfolio Managers as the delegated client contact by responding promptly and accurately to client requests and inquiries - Communicate with attorneys, CPAs and other professionals on clients’ behalf to assist in the relationship management process - Facilitate quarterly investment reviews with Portfolio Managers focusing on asset allocation and core holdings - Assist Portfolio Managers and Product Specialists on various trust, estate, and financial planning tasks - Played an active role in the Cambridge Appleton Trust transition by assisting clients in completing new custodial paperwork and other necessary documents to successfully transition over 500 accounts to Appleton Partners, Inc. / Charles Schwab



Cambridge Appleton Trust

• Trust Administrator

  • Aug 2013 - Jan 2016

  Greater Boston Area • Served as the delegated client contact by responding promptly and accurately to client requests and inquiries • Communicated with attorneys, CPAs and other professionals on the customer’s behalf to assist in the relationship management process • Prepared and reviewed quarterly Board of Directors and Trust Committee meeting minute materials • Prepared monthly liquid cash, disbursement and receipt reports • Managed IRA accounts and ensured distribution calculations were… Show more • Served as the delegated client contact by responding promptly and accurately to client requests and inquiries • Communicated with attorneys, CPAs and other professionals on the customer’s behalf to assist in the relationship management process • Prepared and reviewed quarterly Board of Directors and Trust Committee meeting minute materials • Prepared monthly liquid cash, disbursement and receipt reports • Managed IRA accounts and ensured distribution calculations were complete and accurate • Participated in various efficiency projects for the benefit of both administration and operations departments Show less