Matt Casieri
Gestionnaire de Portefeuille-Actions chez Appleton Partners, Inc.
Profil
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.
Postes actifs de Matt Casieri
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/05/2022 |
Formation de Matt Casieri
| Bates College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
