Geoffrey Daniel Chamberlain
Analyst-Equity at Appleton Partners, Inc.
Profile
Mr. Geoffrey D.
Chamberlain, CFA, is Senior Vice President, Portfolio Manger & Senior Research Analyst at Appleton Partners, Inc. He joined the firm in July 2001.
He works closely with clients on balanced portfolio construction and planning.
He is also a member of Appleton’s Equity Investment Committee, contributing to active equity and ETF strategy decisions.
He has over 15 years of experience working at Appleton conducting equity research, trading, and maintaining client relationships.
Mr. Chamberlain earned his B.A.
from Bowdoin College, his M.S.I.M.
from Boston University, and holds the Chartered Financial Analyst designation.
He is a CFA charterholder and is a member of the Boston Estate Planning Council.
Geoffrey Daniel Chamberlain 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. | Analyst-Equity | 30/06/2001 |
Training of Geoffrey Daniel Chamberlain
| Bowdoin College | Undergraduate Degree |
| Boston University | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
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