Jason Paul Apruzzese
Analist-Vaste Inkomen bij Appleton Partners, Inc.
Profiel
Mr. Jason P.
Apruzzese, CFA MBA, is a Vice President & Municipal Bond Research Analyst at Appleton Partners, Inc. He joined Appleton in 2021.
In this role, he is responsible for conducting fundamental analysis on investment grade municipal bond issuers and assisting in monitoring and communicating relevant sector and market trends to support the overall investment process.
Jason will also aid in the development of marketing materials and assist in the analysis of prospective and existing client portfolios.
Prior to Appleton, he worked at BNY Mellon Wealth Management where he was a Senior Credit Analyst responsible for covering both tax-exempt and taxable securities, covering both investment grade and high-yield issuers.
He received his BA degree from Amherst College and an MBA from Questrom School of Business.
He is a CFA charterholder.
Actieve functies van Jason Paul Apruzzese
| 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 | 01-01-2021 |
Opleiding van Jason Paul Apruzzese
| Amherst College | Undergraduate Degree |
| Questrom School of Business | Masters Business Admin |
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| Bedrijven in privébezit | 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 |
