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Jason Paul Apruzzese
Analyst-Fixed Income chez
Appleton Partners, Inc.
Profil
Mr. Jason P.
Apruzzese, CFA MBA, is a Vice President & Municipal Research Analyst at Appleton Partners, Inc. He joined Appleton in 2021.
In this role, he is responsible for conducting fundamental analysis on investment grade municipal bond issuers and assisting in monitoring and communicating relevant sector and market trends to support the overall investment process.
Jason will also aid in the development of marketing materials and assist in the analysis of prospective and existing client portfolios.
Prior to Appleton, he worked at BNY Mellon Wealth Management where he was a Senior Credit Analyst responsible for covering both tax-exempt and taxable securities, covering both investment grade and high-yield issuers.
He received his BA degree from Amherst College and an MBA from Questrom School of Business.
He is a CFA charterholder.
Postes actifs de Jason Paul Apruzzese
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/01/2021 |
Formation de Jason Paul Apruzzese
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
62
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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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 |
Amherst College
 Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
