James C. Quealy

Analyst-Fixed Income at Appleton Partners, Inc.

Finance

Consumer Services

Profile

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.

James C. Quealy active positions

Companies	Position	Start
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

All active positions of James C. Quealy

Former positions of James C. Quealy

Companies	Position	End
STATE STREET CORPORATION	Corporate Officer/Principal	31/12/2003

See the detail of James C. Quealy's experience

Training of James C. Quealy

Boston College	Undergraduate Degree
Boston University	Graduate Degree

Experiences
Positions held

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Linked companies

Listed companies	1
STATE STREET CORPORATION	Finance

Private companies	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