Jason D. Audette
Analyst-Fixed Income at Appleton Partners, Inc.
Jason D. Audette active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2021-12-31 | - |
| Investment Committee Member | 2011-03-31 | - | |
| Portfolio Manager-Fixed Income | 2011-03-31 | - | |
| Trading-Fixed Income | 2011-03-31 | - |
Career history of Jason D. Audette
Former positions of Jason D. Audette
| Companies | Position | Start | End |
|---|---|---|---|
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 2010-12-30 | 2010-12-30 |
Training of Jason D. Audette
| Suffolk University | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Analyst-Fixed Income | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
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