Matt Casieri
Portefeuillebeheerder-Aandelen bij Appleton Partners, Inc.
Profiel
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.
Actieve functies van Matt Casieri
| 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. | Portefeuillebeheerder-Aandelen | 01-05-2022 |
Opleiding van Matt Casieri
| Bates College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| 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 |
