Appleton Partners Culture | Comparably

Appleton Partners Company Culture

Appleton Partners Culture

This score is derived from employee ratings & reviews

Top Rated Culture Dimensions

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Appleton Partners CEO

 Appleton Partners' CEO

Company Information

Address
Website
www.appletonpartners.com
Founded
1986

Company Description

We take stock in relationships as well as investment performance to meet the individual needs of our clients.

Key Executives

Name & Title
Bio
Janet Kelliher  Senior Vice President
Janet Kelliher
Senior Vice President
Janet Kelliher serves as the Senior Vice President of Appleton Partners.
Dick MacKinnon  Senior Vice President, Wealth Management Services
Dick MacKinnon
Senior Vice President, Wealth Management Services
Dick MacKinnon serves as the Senior Vice President, Wealth Management Services of Appleton Partners, Inc.. Dick started at Appleton Partners, Inc. in March of 2015. Dick currently resides in Greater Boston Area.
Walter Zagrobski  Senior Vice President
Walter Zagrobski
Senior Vice President
Walter Zagrobski serves as the Senior Vice President of Appleton Partners, Inc.. Walter started at Appleton Partners, Inc. in September of 1997. Walter currently resides in Greater Boston Area.
James Bosland  Senior Vice President
James Bosland
Senior Vice President
James Bosland serves as the Senior Vice President of Appleton Partners, Inc.. James started at Appleton Partners, Inc. in December of 2001. James currently resides in Greater Boston Area.
James ONeil  Senior Vice President & Managing Director of Private Client Services
James ONeil
Senior Vice President & Managing Director of Private Client Services
James ONeil serves as the Senior Vice President & Managing Director of Private Client Services of Appleton Partners, Inc.. James started at Appleton Partners, Inc. in January of 2016. James currently resides in Greater Boston Area.
Bonnie Tracy  Senior Vice President
Bonnie Tracy
Senior Vice President
Bonnie Tracy serves as the Senior Vice President of Appleton Partners.
Jeff Johnson  Senior Vice President Consulting and Wealth Management Services
Jeff Johnson
Senior Vice President Consulting and Wealth Management Services
Jeff Johnson serves as the Senior Vice President Consulting and Wealth Management Services of Appleton Partners, Inc.. Jeff started at Appleton Partners, Inc. in June of 2009. Jeff currently resides in Greater Boston Area.
Jim Ladge  Senior Vice President
Jim Ladge
Senior Vice President
Jim Ladge serves as the Senior Vice President of Appleton Partners.
Kelly McKernan  Senior Vice President and Portfolio Manager
Kelly McKernan
Senior Vice President and Portfolio Manager
Kelly McKernan serves as the Senior Vice President and Portfolio Manager of Appleton Partners, Inc.. Kelly started at Appleton Partners, Inc. in May of 2015. Kelly currently resides in Greater Boston Area.

HR Leaders

Name & Title
Bio
Michele Hubley  SVP, CCO & HR Director
Michele Hubley
SVP, CCO & HR Director
Michele Hubley serves as the SVP, CCO & HR Director of Appleton Partners, Inc.. Michele currently resides in the Greater Boston Area.

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Gender Score How positively women rate their overall experience at Appleton Partners

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Diversity Score How positively minorities rate their overall experience at Appleton Partners

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