James C. Quealy
Analyst-Fixed Income chez Appleton Partners, Inc.
Profil
Mr. James C.
Quealy, CFA, is a Vice President, Fixed Income Portfolio Manager & Research Analyst at Appleton Partners, Inc. He is responsible for securities research, trading, and portfolio management & analytics, focusing mainly on the Intermediate Municipal product.
Jim is also a member of the Fixed Income Research Team and the Fixed Income Investment Committee.
Prior to joining Appleton in 2004, Mr. Quealy worked as an account controller at the State Street Corporation.
He received his undergraduate degree from Boston College and a graduate degree from Boston University.
He is a CFA charterholder, and a member of the CFA Institute and the Boston Municipal Analyst Forum.
Postes actifs de James C. Quealy
| 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. | Analyst-Fixed Income | 01/01/2004 |
Anciens postes connus de James C. Quealy
| Sociétés | Poste | Fin |
|---|---|---|
| STATE STREET CORPORATION | Corporate Officer/Principal | 31/12/2003 |
Formation de James C. Quealy
| Boston College | Undergraduate Degree |
| Boston University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| STATE STREET CORPORATION | Finance |
| 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 |