Walter Zagrobski
Portfolio Manager-Equities at Appleton Partners, Inc.
Profile
Mr. Walter Zagrobski is Senior Vice President & Portfolio Manager at Appleton Partners, Inc. In this firm he has continued his career-long responsibilities of providing portfolio management and relationship management for equity, balanced and fixed-income clients.
He is also a member of firm’s Equity Research team.
Additionally, he acts as a primary liaison to firm’s joint venture trust company, Cambridge Appleton Trust, N.A.
He is a longstanding member of the Boston Security Analysts Society.
Prior to joining Appleton Partners in 1997, Mr. Zagrobski held positions which include Vice President and Portfolio Manager for Keystone Investment Management and Trust Officer for State Street Bank and Trust Co. He has served for over 25 years in various volunteer capacities, including Chairman of the Board and Chairman of the Investment Committee for Easter Seals of Massachusetts.
He graduated magna cum laude with a B.S.
in business from the University of NH followed by attaining his MBA with a finance concentration from Babson College
Walter Zagrobski 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 | 1996-12-31 |
Former positions of Walter Zagrobski
| Companies | Position | End |
|---|---|---|
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 | 2002-12-31 |
Keystone Investment Management Group, Inc.
 Keystone Investment Management Group, Inc. Financial ConglomeratesFinance Part of Enerforce Energy Ltd, Keystone Investment Management Group, Inc. invests capital in certain portfolio companies. Keystone Investment Management Group was acquired by Enerforce Energy Ltd on March 10, 1999. | Corporate Officer/Principal | - |
Training of Walter Zagrobski
| Babson College | Masters Business Admin |
| University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 |
Keystone Investment Management Group, Inc.
Keystone Investment Management Group, Inc. Financial ConglomeratesFinance Part of Enerforce Energy Ltd, Keystone Investment Management Group, Inc. invests capital in certain portfolio companies. Keystone Investment Management Group was acquired by Enerforce Energy Ltd on March 10, 1999. | Finance |
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