Jim Ladge

Director/Board Member at

Appleton Partners Business Trust

Finance

Consumer Services

Profile

Mr. James I.
Ladge, CFA MBA, is on the Board of Directors at Appleton Partners Business Trust.
Mr. Ladge was previously employed as a Senior Vice President & Chief Operating Officer by Appleton Partners, Inc. and a Portfolio Accountant by State Street Bank & Trust Co. He received his undergraduate degree from Syracuse University and an MBA from Boston University.

Jim Ladge active positions

Companies	Position	Start
Appleton Partners Business Trust Appleton Partners Business Trust Investment ManagersFinance Provides trust services	Director/Board Member	-

All active positions of Jim Ladge

Former positions of Jim Ladge

Companies	Position	End
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.	Chief Operating Officer	2023-10-11
State Street Bank & Trust Co. State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms.	Corporate Officer/Principal	1991-12-31

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Linked companies

Private companies	5
State Street Bank & Trust Co. State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms.	Finance
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
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Syracuse University Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Appleton Partners Business Trust Appleton Partners Business Trust Investment ManagersFinance Provides trust services	Finance

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