Gary B. Crofton
Portfolio Manager-Fixed Income chez Appleton Partners, Inc.
Profil
Mr. Gary B.
Crofton is Senior Vice President & Fixed Income Portfolio Manager at Appleton Partners, Inc. He is a Senior Portfolio Manager and oversees the management of separately managed tax-exempt portfolios.
He is a valuable resource to Appleton’s clients and key partners in understanding market developments and portfolio performance.
He has over 25 years of experience in Fixed Income.
Prior to joining Appleton Partners in 2009, Mr. Crofton previously worked at BNY Mellon where he was a Senior Portfolio Manager, and had a long career at State Street Corporation where he managed Tax Exempt bond and credit portfolios for the Company.
In addition to expertise in portfolio management, he has broad experience in the Fixed Income credit process and securities trading.
He received a B.A.
in Biology from Lafayette College in 1978.
Postes actifs de Gary B. Crofton
| Sociétés | Poste | Début |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 01/01/2009 |
Anciens postes connus de Gary B. Crofton
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Portfolio Manager-Fixed Income | 31/12/2008 |
Formation de Gary B. Crofton
| Lafayette College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
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 |