Matt Casieri
Portfolio Manager-Equities at Appleton Partners, Inc.
Profile
Mr. Matthew C.
Casieri is an Assistant Portfolio Manager at Appleton Partners, Inc. His responsibilities focus on service and support of client relationships as well as working in collaboration with the firm’s portfolio managers in the execution of equity trades.
He also works closely with various departments to assist in the onboarding of new clients within the Private Client Services Group.
He received his BA degree from Bates College.
Matt Casieri active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 2022-04-30 |
Training of Matt Casieri
Bates College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
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