James C. Quealy
Analist-Vaste Inkomen bij Appleton Partners, Inc.
Profiel
Mr. James C.
Quealy, CFA, is a Vice President, Fixed Income Portfolio Manager & Research Analyst at Appleton Partners, Inc. He is responsible for securities research, trading, and portfolio management & analytics, focusing mainly on the Intermediate Municipal product.
Jim is also a member of the Fixed Income Research Team and the Fixed Income Investment Committee.
Prior to joining Appleton in 2004, Mr. Quealy worked as an account controller at the State Street Corporation.
He received his undergraduate degree from Boston College and a graduate degree from Boston University.
He is a CFA charterholder, and a member of the CFA Institute and the Boston Municipal Analyst Forum.
Actieve functies van James C. Quealy
| Bedrijven | Functie | Begin |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Analist-Vaste Inkomen | 01-01-2004 |
Eerdere bekende functies van James C. Quealy
| Bedrijven | Functie | Einde |
|---|---|---|
| STATE STREET CORPORATION | Corporate Officer/Principal | 31-12-2003 |
Opleiding van James C. Quealy
| Boston College | Undergraduate Degree |
| Boston University | Graduate Degree |
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| STATE STREET CORPORATION | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
