Profilo
Ms. Lauren B.
Brown is a Vice President, Portfolio Manager & Research Analyst at Appleton Partners, Inc. She is a member of firm’s Fixed Income Investment Committee.
She works closely with the Senior Portfolio Manager for the Short Term Municipal strategy from a trading and portfolio review perspective.
Additionally she oversees the initial portfolio restructuring effort when new accounts are opened with existing bonds.
She is part of the Fixed Income Research team as a generalist in monitoring existing Municipal holdings.
Prior to joining Appleton Partners in May 2008, Ms. Brown worked for Eaton Vance for 8 years as a trader on the SMA team, focusing on the build-out process for separately managed accounts.
She received a B.S.
in Economics from Bentley University in 2000.
Precedenti posizioni note di Lauren B. Brown
| Società | Posizione | Fine |
|---|---|---|
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. | Analista-Rendimento Fisso | 01/03/2024 |
| EATON VANCE CORP. | Corporate Officer/Principal | - |
Formazione di Lauren B. Brown
| Bentley University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
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 |
Eaton Vance Corp.
 Eaton Vance Corp. Investment ManagersFinance Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA. | Finance |
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