Appleton Partners, Inc.
Appleton Partners, Inc.

Appleton Partners, Inc. Information

Contact top employees from Appleton Partners, Inc.

Summary

Appleton Partners, Inc. is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Boston, Massachusetts, USA. The number of employees ranges from 25 to 100. The annual revenue of Appleton Partners, Inc. varies between 5.0M and 25M. To connect with Appleton Partners, Inc. employee register on SignalHire.

Organization Website

appletonpartners.com

Phone Number

8003380745

Industries

Headquarters Location

1 Post Office Sq, Boston, MA, 02109 US

Employees Size

100-200 employees

Specialties

Customized Separate Accounts, Municipal Strategies, Taxable Fixed Income Strategies, Comprehensive Private Wealth Management

SIC Code

6199

DMA Code

Greater Boston

Founded

1986

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Estimated Website Traffic

The chart shows a decline in traffic to the appletonpartners.com website. In November, traffic decreased to 1562, compared to 1575 in the previous month. The highest traffic in 2025 was recorded in July, reaching 1795 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Length of Employment
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Employee tenure at Appleton Partners, Inc. shows a diverse range of experience levels:
2% have been with the company for less than 1 year5% for 1–2 years14% for 3–4 years14% for 5–7 years10% for 8–10 years55% have over 11 years of service at Appleton Partners, Inc.
Ex-employees positions
In Company
In New Company
Contact top employees from Appleton Partners, Inc.
Thomas Hagstrom
Vice President, Director of Business Development
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Christopher Sutherland
Senior Vice President
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Jason Apruzzese
Vice President, Municipal Research Analyst
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Caroline Schmidt
Assistant Vice President
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Jason Audette
Senior Vice President
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Jesse Martin
Senior Vice President - Institutional Sales
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Drew Peterson
Senior Vice President, Macro Strategist and Director of Corporate Credit
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Bonnie Tracy
Senior Vice President
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Ryan Tracy
Senior Vice President Fixed Income
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James Bosland
Senior Vice President
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Vincent Capolupo
Senior Vice President - Institutional
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Tristan Lau
Municipal Analyst
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Punit Shetty
Chief Technology Officer, SVP & Managing Director of Operations
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Robert Krantz
Chief Operating Officer
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Robert Conley
Senior Performance Analyst
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Zachary Cordelli
Jr. Fixed Income Systems Analyst & Assistant Trader
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Michael Howard
SVP, Chief Compliance Officer, In-House Counsel
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Elizabeth Hutchinson
Fixed Income Trading Assistant
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Michele Hubley
EVP, Treasurer and Director of Human Resources
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Lauren Middleton
VP, Assistant Treasurer, Corporate Finance
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Stephen Michienzi
Equity Research Analyst
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Clarice Pertel
Junior Business Systems Analyst
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Ian Walsh
New Business Analyst
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Zachary Cordelli
Fixed Income Systems Analyst & Assistant Trader
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VENKATA RAJA GULLA
Senior Software Developer
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Megan McKenna
Office Manager
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Vernon Sylvia
investment management
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Diogo Nogueira
Incoming Spring 2026 Wealth Management Co-op
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Zachary Cordelli
Fixed Income Systems Analyst & Trading Assistant
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FAQ

Appleton Partners, Inc. operates in the Finance industries. More details can be found on the official website: appletonpartners.com.
The headquarters of Appleton Partners, Inc. are located in Boston, United States.
You can contact Appleton Partners, Inc. by phone at 8003380745.
Appleton Partners, Inc. currently employs 100-200 people.
Appleton Partners, Inc.'s revenue is approximately 10.8M.

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