Cambridge Appleton Trust Employee Directory
Financial ServicesMassachusetts, United States11-50 Employees
Cambridge Appleton Trust was founded in 1999 as a joint venture between Cambridge Savings Bank, a 176 year old mutual savings bank and Appleton Partners, a $5.5 billion private investment firm headquartered in Boston, MA. Cambridge Appleton Trust is a boutique trust company serving both individuals and nonprofit institutions. We are co-located with Appleton Partners in the heart of Boston’s financial district. Appleton Partners employs both proprietary and non-proprietary investments and provides the investment counsel for our clients. We focus on actively managing portfolios specifically tailored to our clients’ needs with a high level of client service.