APPLETON PARTNERS, INC. of BOSTON, MA is an SEC-registered investment adviser (CRD 110049). Regulatory assets under management: $12.6B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Michele Dawn Hubley | SVP - TREASURER & HEAD OF HR; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| Douglas Campbell Chamberlain | PRESIDENT, CEO, DIRECTOR; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| Michael Thomas Howard | SVP, CHIEF COMPLIANCE OFFICER; VP, CHIEF COMPLIANCE OFFICER | — |
| Geoffrey Daniel Chamberlain | TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| Robert Alan Krantz | SVP - CO-COO | — |
| NEEDHAM ROBERT B | DIRECTOR | — |
| WILLIAMS THOMAS | DIRECTOR | — |
| KRANTZ ROBERT ALAN | SVP - CO-COO | — |
| BURGE KATHLEEN MARY | DIRECTOR; EXECUTIVE VICE PRESIDENT, CFO; EXEC VICE PRESIDENT,CFO, DIRECTOR (+2 more) | — |
| LADGE JAMES IRA | SENIOR VICE PRESIDENT, CIO; SENIOR VICE PRESIDENT, COO; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| IVES CORNELIA SPENCER | DIRECTOR | — |
| DELLAROCCO PAUL | DIRECTOR | — |
| NOVACK KENNETH JOSEPH | DIRECTOR | — |
| KINGMAN WILLIAM LOCKWOOD | DIRECTOR | — |
| MEYER CHARLES GARRISON | DIRECTOR | — |
| CHEVRIERE JP | DIRECTOR | — |
| PETTY WILLIAM TERRELL | DIRECTOR | — |
| HUBLEY MICHELE DAWN | SVP; SVP, CHIEF COMPLIANCE OFFICER; SVP - CO-COO (+2 more) | — |
| CHAMBERLAIN DOUGLAS CAMPBELL | PRESIDENT, CEO; PRESIDENT, CEO, DIRECTOR; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST (+1 more) | — |
| HOWARD CHARLES THOMAS | VP, CHIEF COMPLIANCE OFFICER | — |
| COSTELLO J MICHAEL | DIRECTOR | — |
| ZAGROBSKI WALTER | SVP, PORTFOLIO MANAGER | — |
| TRACY BONNIE BROPHY | DIRECTOR | — |
| CHAMBERLAIN GEOFFREY DANIEL | TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |