Jason D. Audette

Analyst-Fixed Income at Appleton Partners, Inc.

Finance

Consumer Services

Profile

Mr. Jason D.
Audette is a Vice President, Fixed Income Portfolio Manager & Research Analyst at Appleton Partners, Inc. He has been a part of the team since April 2011.
He is primarily responsible for the implementation and guidance of the Taxable Fixed Income and Strategic Municipal Crossover strategies.
He also serves as a member of Appleton’s Fixed Income Investment Committee, and the Operating and Technology Committee.
Prior to joining Appleton, Mr. Audette worked for BNY Mellon’s Private Wealth Management group where he was a Fixed Income Portfolio Manager and Trader with responsibility for portfolio construction and related trading.
He received his undergraduate degree from Suffolk University and MBA from Northeastern University.

Jason D. Audette 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-Fixed Income	31/12/2021

All active positions of Jason D. Audette

Former positions of Jason D. Audette

Companies	Position	End
BNY Mellon, NA BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.	Corporate Officer/Principal	30/12/2010

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Training of Jason D. Audette

Suffolk University	Undergraduate Degree
Northeastern University	Masters Business Admin

Experiences
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Linked companies

Private companies	2
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
BNY Mellon, NA BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.	Finance