Matthew Wollenhaupt

Vice President, Business Systems Manager at Appleton Partners, Inc. - Boston, Massachusetts, US

Matthew Wollenhaupt's Colleagues at Appleton Partners, Inc.
Lou Tukia

Information Security Officer

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Bonnie Tracy

senior vice president

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Jesse Martin

Vice President Institutional Sales

Contact Jesse Martin

Kyle CFA

Vice President Institutional Sales

Contact Kyle CFA

Jason CFA

Vice President, Municipal Research Analyst

Contact Jason CFA

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Matthew Wollenhaupt's Contact Details
HQ
(617) 338-0700
Location
Greater Boston Area
Company
Appleton Partners, Inc.
Matthew Wollenhaupt's Company Details
Appleton Partners, Inc. logo, Appleton Partners, Inc. contact details

Appleton Partners, Inc.

Boston, Massachusetts, US • 73 Employees
Investment Bank/Securities Brokerage

As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.

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Frequently Asked Questions about Matthew Wollenhaupt
Matthew Wollenhaupt currently works for Appleton Partners, Inc..
Matthew Wollenhaupt's role at Appleton Partners, Inc. is Vice President, Business Systems Manager.
Matthew Wollenhaupt's email address is ***@appletonpartners.com. To view Matthew Wollenhaupt's full email address, please signup to ConnectPlex.
Matthew Wollenhaupt works in the Investment Bank/Securities Brokerage industry.
Matthew Wollenhaupt's colleagues at Appleton Partners, Inc. are Caroline Schmidt, Lou Tukia, Bonnie Tracy, Jesse Martin, Jonathan Noonan, Kyle CFA, Jason CFA and others.
Matthew Wollenhaupt's phone number is (617) 338-0700
See more information about Matthew Wollenhaupt