![Lauren B. Brown](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Lauren B. Brown is a Vice President, Portfolio Manager & Research Analyst at Appleton Partners, Inc. She is a member of firm’s Fixed Income Investment Committee.
She works closely with the Senior Portfolio Manager for the Short Term Municipal strategy from a trading and portfolio review perspective.
Additionally she oversees the initial portfolio restructuring effort when new accounts are opened with existing bonds.
She is part of the Fixed Income Research team as a generalist in monitoring existing Municipal holdings.
Prior to joining Appleton Partners in May 2008, Ms. Brown worked for Eaton Vance for 8 years as a trader on the SMA team, focusing on the build-out process for separately managed accounts.
She received a B.S.
in Economics from Bentley University in 2000.
Anciens postes connus de Lauren B. Brown
| Sociétés | Poste | Fin |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Analyst-Fixed Income | 01/03/2024 |
| EATON VANCE CORP. | Corporate Officer/Principal | - |
Formation de Lauren B. Brown
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Eaton Vance Corp.
 Eaton Vance Corp. Investment ManagersFinance Provides investment and wealth management solutions to financial advisors & high-net-worth individuals | Finance |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
