Caitlin Appleton

Senior Portfolio Manager

Caitlin has over 15 years experience in the finance industry; she started her career in 1992 at Fleet Securities and following business school she joined the Private Wealth Management Group at Credit Suisse and its predecessor firm Donaldson, Lufkin, & Jenrette where she was a trusted advisor to wealthy individuals, family offices and foundations. As a Senior Portfolio Manager, she creates customized investment solutions and implements these with a conscientious and complete attention to detail. Caitlin specializes in long-term analysis, risk/return scenario modeling and places a high value on helping clients understand their financial goals while offering an unwavering commitment to achieving these goals. Caitlin’s long-term client relationships are based on trust, transparency and effective communication and collaboration. She is experienced and confident in applying ESG lenses to portfolios and helping clients align their investments with their values.

Caitlin received her M.B.A from Dartmouth College Amos Tuck School of Business Administration and a B.A. in English from Dartmouth College. She is a 2x Circle Co-Leader for the non-profit, Invest for Better, as well as a 2024 ‘Ask the Expert’ and the facilitator for their 2023 course, ‘Values-Align Your Stock Portfolio’. She is an avid soccer player, recreational skier, fiction reader and a Mother of four young adults.