Appleton Partners, Inc.: Detailed Company Information & Corporate Profile

Contact top employees from Appleton Partners, Inc.

Summary

Appleton Partners, Inc. is a private company. The business currently specializes in Financial Services area. Appleton Partners, Inc.'s headquarter is located at Boston, Massachusetts, USA. The number of employees is at least 25. Register with SignalHire to connect with Appleton Partners, Inc. employees and management.

Appleton Partners, Inc. Websiteappletonpartners.com
Phone Number 8003380745
Industries
Appleton Partners, Inc. Headquarters address1 Post Office Sq, Boston, MA, 02109 US
Company Size100-200 employees
SpecialtiesCustomized Separate Accounts, Municipal Strategies, Taxable Fixed Income Strategies, Comprehensive Private Wealth Management
SIC Code6199
DMA CodeGreater Boston
Founded1986
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company
Updated:2026-08-10

Estimated Website Traffic

The chart shows a growth in traffic to the appletonpartners.com website. In June, traffic increased to 1006, compared to 963 in the previous month. The highest traffic in 2026 was recorded in January, reaching 1329 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Appleton Partners, Inc.'s workforce includes employees across a wide range of tenure levels.

9% have been with the company for 1 to 2 years13% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years57% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Appleton Partners, Inc.
Thomas Hagstrom
Thomas HagstromVice President, Director of Business Development
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Christopher Sutherland
Christopher SutherlandSenior Vice President
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Jason Apruzzese
Jason ApruzzeseVice President, Municipal Research Analyst
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Caroline Schmidt
Caroline SchmidtVice President
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Jason Audette
Jason AudetteSenior Vice President
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Jesse Martin
Jesse MartinSenior Vice President - Institutional Sales
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Drew Peterson
Drew PetersonSenior Vice President, Macro Strategist and Director of Corporate Credit
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Bonnie Tracy
Bonnie TracySenior Vice President
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Michael DiGiando
Michael DiGiandoSenior Vice President
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Dick MacKinnon
Dick MacKinnonSenior Vice President, Wealth Management Services
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Kelly McKernan
Kelly McKernanSenior Vice President and Wealth Manager
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Sucharitha
SucharithaSenior Salesforce Lightning Developer
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Zachary Cordelli
Zachary CordelliFixed Income Systems Analyst & Assistant Trader
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VENKATA RAJA GULLA
VENKATA RAJA GULLASenior Salesforce Developer
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Vernon Sylvia
Vernon Sylviainvestment management
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Zachary Cordelli
Zachary CordelliFixed Income Systems Analyst & Trading Assistant
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Appleton Partners, Inc. Corporate Information: FAQ

Appleton Partners, Inc. operates in the Finance industries. More details can be found on the official website: appletonpartners.com.
Appleton Partners, Inc. has offices located in Boston, US.
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.

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