Profil
Lauren E.
Middleton worked as an Associate-Client Service & Marketing at Appleton Partners, Inc. She also worked as a Portfolio Specialist Assistant at Putnam U.S.
Holdings I LLC and as a Marketing Assistant at Pearson Education, Inc. Middleton completed her undergraduate degree at Syracuse University.
Anciens postes connus de Lauren E. Middleton
| Sociétés | Poste | Fin |
|---|---|---|
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Corporate Officer/Principal | 31/12/2003 |
Pearson Education, Inc.
Pearson Education, Inc. Publishing: Books/MagazinesConsumer Services Publishes educational and professional books | Corporate Officer/Principal | - |
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 | 08/10/2010 |
Formation de Lauren E. Middleton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Finance |
Pearson Education, Inc.
Pearson Education, Inc. Publishing: Books/MagazinesConsumer Services Publishes educational and professional books | Consumer Services |
Syracuse University
Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















