Profil
Mr. Donoghue joined Appleton Partners in 1998.
He has extensive experience in the technology and investment industry.
Before coming to Appleton, he was an Operations Supervisor at Boston EquiServe.
He is also a member of the Board of Directors from the Brown Ledge Foundation and Chairs the Finance Committee.
Mr. Donoghue received his B.A. from Saint Michael’s College in Colchester, Vermont.
Anciens postes connus de Gregory J. Donoghue
| Sociétés | Poste | Fin |
|---|---|---|
Boston EquiServe LP
Boston EquiServe LP Data Processing ServicesTechnology Services Maintains and services records of approximately 24 million shareholder accounts for publicly traded companies | Corporate Officer/Principal | 31/12/1997 |
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. | Corporate Officer/Principal | - |
Formation de Gregory J. Donoghue
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
St. Michael's College
St. Michael's College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston EquiServe LP
Boston EquiServe LP Data Processing ServicesTechnology Services Maintains and services records of approximately 24 million shareholder accounts for publicly traded companies | Technology Services |
















