Whitney Pearce Fitts
Analyst-Festverzinsliche Wertpapiere bei Appleton Partners, Inc.
Profil
Ms. Whitney P.
Fitts, CFA, is a Senior Vice President, Fixed Income Portfolio Manager & Research Analyst at Appleton Partners, Inc. She is responsible for researching securities, analyzing portfolio structure, and executing trades in support of the firm’s Municipal Bond products.
Additionally, she oversees the initial portfolio restructuring effort when new accounts are opened with existing bonds.
She is also a member of the Fixed Income Research Team and the Fixed Income Investment Committee.
Prior to joining Appleton Partners in 2003, Ms. Fitts held various positions with the Trustees of Reservations, as well as the Hurricane Island Outward Bound School in Key Largo, Florida.
She received a B.A.
in Economics-Mathematics from Colby College and holds the Chartered Financial Analyst designation.
She is a member of the Boston Security Analysts Society and the CFA Institute.
Aktive Positionen von Whitney Pearce Fitts
| Unternehmen | Position | Beginn |
|---|---|---|
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-Festverzinsliche Wertpapiere | 21.08.2012 |
Ehemalige bekannte Positionen von Whitney Pearce Fitts
| Unternehmen | Position | Ende |
|---|---|---|
The Trustees of Reservations
 The Trustees of Reservations Miscellaneous Commercial ServicesCommercial Services The Trustees of Reservations operates organization for conserving and preserving parks. It offers event search, special programs, summer camps, hike trustees, and volunteer. The company was founded by Charles Eliot on March 5, 1890 and is headquartered in Boston, MA. | Corporate Officer/Principal | 31.12.2002 |
| Hurricane Island Outward Bound School | Corporate Officer/Principal | - |
Ausbildung von Whitney Pearce Fitts
| Colby College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
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 |
The Trustees of Reservations
The Trustees of Reservations Miscellaneous Commercial ServicesCommercial Services The Trustees of Reservations operates organization for conserving and preserving parks. It offers event search, special programs, summer camps, hike trustees, and volunteer. The company was founded by Charles Eliot on March 5, 1890 and is headquartered in Boston, MA. | Commercial Services |
| Hurricane Island Outward Bound School |
