Kathleen Mary Burge
Director/Board Member at Appleton Partners Business Trust
Kathleen Mary Burge active positions
| Companies | Position | Start | End |
|---|---|---|---|
Appleton Partners Business Trust
 Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA. | Director/Board Member | - | - |
Career history of Kathleen Mary Burge
Former positions of Kathleen Mary Burge
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director of Finance/CFO | 1986-12-31 | 2020-11-24 |
| Founder | 1986-12-31 | 2020-11-24 | |
| Investment Committee Member | 1986-12-31 | 2020-11-24 | |
| Portfolio Manager-Fixed Income | 1986-12-31 | 2020-11-24 | |
| Treasurer | 1986-12-31 | - | |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Portfolio Manager-Equities | 1979-12-31 | 1985-12-30 |
| Portfolio Manager-Fixed Income | 1979-12-31 | 1985-12-30 |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Fixed Income | 2 |
| Director of Finance/CFO | 1 |
| Founder | 1 |
Sectoral
| Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Finance |
Appleton Partners Business Trust
Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA. | Finance |
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