Matt Casieri

Portfolio Manager-Equities at Appleton Partners, Inc.

Consumer Services

Finance

Profile

Mr. Matthew C.
Casieri is an Assistant Portfolio Manager at Appleton Partners, Inc. His responsibilities focus on service and support of client relationships as well as working in collaboration with the firm’s portfolio managers in the execution of equity trades.
He also works closely with various departments to assist in the onboarding of new clients within the Private Client Services Group.
He received his BA degree from Bates College.

Matt Casieri 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.	Portfolio Manager-Equities	2022-04-30

All active positions of Matt Casieri

Training of Matt Casieri

Bates College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Matt Casieri's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

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