Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 26 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.
