Appleton Partners Company Culture
Appleton Partners Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
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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 serves as the Senior Vice President of Appleton Partners.
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 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 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 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 serves as the Senior Vice President of Appleton Partners.
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 serves as the Senior Vice President of Appleton Partners.
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 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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