James Jr
Senior Vice President & Managing Director of Private Client Services at Appleton Partners, Inc. | Greater Boston
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James Jr. serves as the Senior Vice President and Managing Director of Private Client Services at Appleton Partners, Inc., where he leverages his extensive expertise in trust and investment management to deliver tailored wealth management solutions for high-net-worth individuals and families. With a robust background in family wealth management, James specializes in wealth transfer techniques, tax planning, and trust management, ensuring that his clients' financial legacies are preserved and enhanced across generations.
In his current role, James leads a dynamic team dedicated to providing comprehensive wealth and estate planning strategies that align with the unique goals and values of each client. His approach is deeply client-centric, focusing on understanding the intricate dynamics of family wealth to create customized financial plans that encompass asset management, estate administration, and fiduciary responsibilities. Under his guidance, Appleton Partners has successfully implemented innovative strategies that not only optimize portfolio management but also navigate the complexities of tax implications, ensuring that clients can achieve their financial aspirations with confidence.
James is also actively involved in key projects that enhance the firm’s service offerings, including the development of educational programs aimed at empowering clients with knowledge about financial planning and investment opportunities. His commitment to excellence and continuous improvement has positioned Appleton Partners as a leader in the wealth management industry, making James a trusted advisor for families seeking to secure their financial future. Through his leadership, he fosters a culture of integrity and professionalism, ensuring that every client receives the highest level of service and expertise in managing their wealth.
Senior Vice President & Managing Director of Private Client Services at Appleton Partners, Inc. in January 2016 to Present
President & Chief Executive Officer at Cambridge Appleton Trust, N.A. in January 2007 to January 2016
Senior Vice President & Team Leader at Eastern Investment Advisors in February 2003 to December 2007
Chief Fiduciary Officer & Vice President at Eastern Bank & Trust Company in October 2000 to January 2003
Vice President & Market Manager at Citizens Investment Services in March 1999 to October 2000
Trust Officer/Relationship Manager at Fleet Private Client Group in June 1998 to March 1999
Senior Fiduciary Officer at Fleet Private Client Group in March 1996 to June 1998
Senior Corporate Trust Officer at Fleet Bank of Massachusetts in January 1992 to March 1996
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Investment Management
Wealth Management
Wealth Management Services
Wealth
Trusts
Trust Management
Estate Planning
Investments
Banking
Fiduciary
Financial Planners
Financial Services
Asset Management
Estate Tax Planning
Asset Allocation
Management
Asset Managment
Loans
Estate Administration
Charitable Trusts
Financial Planning
Portfolio Management
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Discover more about Appleton Partners, Inc.What is James Jr email address?
Email James Jr at [email protected]. This email is the most updated James Jr email found in 2026.
What is James Jr phone number?
James Jr phone number is +16172818119 and +16174414296.
How to contact James Jr?
To contact James Jr send an email to [email protected]. If you want to call James Jr try calling on +16172818119 and +16174414296. (updated on October 30, 2024)
What company does James Jr work for?
James Jr works for Appleton Partners, Inc.
What is James Jr's role at Appleton Partners, Inc.?
James Jr is Senior Vice President & Managing Director of Private Client Services
What industry does James Jr work in?
James Jr works in the Investment Management industry.
James Jr Email Addresses
James Jr Phone Numbers
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