Thomas R. Appleton
Direttore/Membro del Consiglio presso The Old South Association in Boston
Profilo
Mr. Appleton joined Loring, Wolcott & Coolidge in 2006.
Previously, he served as a Trust Officer at State Street Bank and United States Trust Company.
Mr. Appleton graduated from Trinity College with a degree in Economics and Asian Studies, and is a graduate of the National Graduate Trust School.
He is a Chartered Financial Analyst and a Certified Trust and Financial Advisor.
He is also a member of the Boston Security Analysts Society, the CFA Institute and the Boston Estate Planning Council.
Posizioni attive di Thomas R. Appleton
Società | Posizione | Inizio |
---|---|---|
The Old South Association in Boston
The Old South Association in Boston Miscellaneous Commercial ServicesCommercial Services The Old South Association in Boston operates as a non profit organization, which preserves the Old South Meeting House. The firm preserves the building as a busy museum, treasured landmark, and an active centre for civic dialogue and free expression. The company was founded in 1877 and is headquartered in Boston, MA. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Thomas R. Appleton
Società | Posizione | Fine |
---|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Gestore di Portafoglio-Azioni | - |
Formazione di Thomas R. Appleton
Trinity College (Connecticut) | 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 | 4 |
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Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
The Old South Association in Boston
The Old South Association in Boston Miscellaneous Commercial ServicesCommercial Services The Old South Association in Boston operates as a non profit organization, which preserves the Old South Meeting House. The firm preserves the building as a busy museum, treasured landmark, and an active centre for civic dialogue and free expression. The company was founded in 1877 and is headquartered in Boston, MA. | Commercial Services |
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