Jim Ladge

Chief Operating Officer at Appleton Partners, Inc.

Finance

Consumer Services

Profile

Mr. James I.
Ladge, CFA MBA, is a Senior Vice President, Chief Operating Officer & Portfolio Manager at Appleton Partners, Inc. He is on the Board of Directors at Appleton Partners Business Trust.
Since joining the firm in 1993, he has been actively involved with the management of equities, taxable and municipal bonds.
He maintains close relationships with individual and institutional clients and partners.
As a senior member of the Municipal team and co-head of the Fixed Income Investment Committee, he helps create and implement the firm’s overall investment strategy.
He also sits on the Risk and IT Committees.
Mr. Ladge was previously employed as a Portfolio Accountant by State Street Bank & Trust Co. He received his undergraduate degree from Syracuse University and an MBA from Boston University.

Jim Ladge 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.	Chief Operating Officer	1992-12-31
Appleton Partners Business Trust Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA.	Director/Board Member	-

All active positions of Jim Ladge

Former positions of Jim Ladge

Companies	Position	End
State Street Bank & Trust Co. State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.	Corporate Officer/Principal	1991-12-31

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Training of Jim Ladge

Boston University	Masters Business Admin
Syracuse University	Undergraduate Degree

Experiences
Positions held

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Connections

100 +

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Linked companies

Private companies	3
State Street Bank & Trust Co. State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.	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
Appleton Partners Business Trust Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA.	Finance

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