Jim Bosland

Investment Committee Member at Appleton Partners, Inc.

Consumer Services

Finance

Profile

Mr. James L.
Bosland, CFA MBA, is Senior Vice President & Fixed Income Portfolio Manager at Appleton Partners, Inc. He is responsible for Short-term Municipal and Intermediate Taxable portfolios.
He is a member of the Firm’s Fixed Income Investment Committee.
He is also a member of the CFA Institute and the Boston Municipal Analysts Forum.
Prior to joining Appleton Partners in 2001, Mr. Bosland was a Managing Director at Wainwright Asset Management and a Senior Fund Manager at the BankBoston’s Private Bank.
He is a past instructor for the Boston Security Analysts Society, where he is also a member.
He received his B.A.
from Boston University and his MBA from the F.W.
Olin School at Babson College.
He holds the Chartered Financial Analyst designation.

Jim Bosland active positions

Companies	Position	Start
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.	Investment Committee Member	2000-12-31

All active positions of Jim Bosland

Former positions of Jim Bosland

Companies	Position	End
The Boston Security Analysts Society, Inc.	Corporate Officer/Principal	-

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Training of Jim Bosland

Boston University	Undergraduate Degree
F.W. Olin Graduate School of Business	Masters Business Admin

Experiences
Positions held

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Connections

100 +

1st degree connections

1st degree companies

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Linked companies

Private companies	2
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
The Boston Security Analysts Society, Inc.