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 was recently named a 2023, 2022 and 2021 Five Star Wealth Manager* as seen in Boston Magazine, Fortune Magazine and the Wall Street Journal. She is a 2x Circle Co-Leader for the non-profit, Invest for Better, and the facilitator for their 2023 course, ‘Values-Align Your Stock Portfolio’. She is a member of Boston Women Leaders, a former member of Womenade Boston, an avid soccer player, recreational skier, fiction reader and a Mother of four.

*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.  The award is based on 10 objective criteria. This award was issued on 02/01/2023 by Five Star Professional (FSP) for the time period 05/23/22 through 01/06/2023.  Fee paid for use of marketing materials.  Self-completed questionnaire was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.  3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named 2023 Five Star Wealth Managers.  Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.