James O'Neil - Email & Phone Number

Senior Vice President & Managing Director of Private Client Services at Appleton Partners, Inc.

James O'Neil is based out of Greater Boston and works at Appleton Partners, Inc. as Senior Vice President & Managing Director of Private Client Services.

James O'Neil's Contact Information

James O'Neil's Work email

j*****@applet***.com

Valid

Latest update

June 9, 2026

Location

Greater Boston

James's current employer

Appleton Partners, Inc.

Description

Appleton Partners builds relationships with its clients to deliver financial planning & wealth management solutions that meet your unique...

Website

appletonpartners.com

HQ Location

Boston, MA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

April 30, 2024

Read about Appleton Partners, Inc.

Frequent questions about James O'Neil

What company is James O'Neil working for?

James O'Neil works for Appleton Partners, Inc..

What is James O'Neil's function at Appleton Partners, Inc.?

James O'Neil is Senior Vice President & Managing Director of Private Client Services at Appleton Partners, Inc..

Where is James O'Neil based?

James O'Neil is based out of Greater Boston.

What is James O'Neil's work email address?

James O'Neil's professional email address is j*****@applet***.com

Who are James O'Neil's co-workers?

James O'Neil's colleagues are Doug Chamberlain, Walter Zagrobski, Samantha Martell, Tim Delaney, Geoff Chamberlain, Ryan Tracy, Jesse Martin, James Bosland, Benjamin Holcombe, Lauren Brown, Kerry Needham, Jason Audette, Michael DiGiando, James Quealy, Christopher Sutherland, Janet Kelliher, Kyle Lortie, Jason Cook, Nancy Place, Kelly McKernan, Michele Hubley, Jeff Johnson, Drew Peterson, Whitney Fitts, Lauren Middleton, Anson Clough, Punit Shetty, Caroline Schmidt, Lori Nazzaro, Elizabeth Hutchinson, Margaret Brennan, Megan McKenna, Michael Howard, Lou Tukia.

James's co-workers

Doug Chamberlain

President

Walter Zagrobski

Senior Vice President

Samantha Martell

Vice President

Tim Delaney

Vice President, Head of Private Client Services Trading and Portfolio Implementation Strategy

Geoff Chamberlain

Senior Vice President - Portfolio Manager

Ryan Tracy

Vice President

Jesse Martin

Vice President Institutional Sales

James Bosland

Senior Vice President

Benjamin Holcombe

VP, Institutional Sales and Marketing

Lauren Brown

VP Fixed Income Trader & Portfolio Analyst

Vice President - Business Systems

James Quealy

Senior Vice President

Christopher Sutherland

Senior Vice President, Director of Business Development

Janet Kelliher

Senior Vice President

Kyle Lortie

Vice President Institutional Sales

Jason Cook

Vice President

Nancy Place

Senior Vice President

Kelly McKernan

Senior Vice President and Portfolio Manager

Michele Hubley

SVP, Treasurer & Director of HR

Jeff Johnson

Senior Vice President Consulting and Wealth Management Services

Drew Peterson

Fixed Income Analyst, Vice President

Whitney Fitts

Fixed Income - Senior Vice President

Lauren Middleton

AVP, Assistant Treasurer, Corporate Finance

Anson Clough

Managing Director, Fixed Income

Punit Shetty

Chief Technology Officer & Managing Director of Operations

Caroline Schmidt

Research Analyst

Lori Nazzaro

Investment Operations Manager

Elizabeth Hutchinson

Fixed Income Trading Assistant

Margaret Brennan

Assistant Portfolio Manager

Megan McKenna

Office Manager

Michael Howard

Legal and Compliance, Chief Compliance Officer & In-House Counsel

Lou Tukia

Information Security Officer

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