Whitney Pearce Fitts

Analyst-Fixed Income at

Appleton Partners, Inc.

Finance

Consumer Services

Commercial Services

Profile

Ms. Whitney P.
Fitts, CFA, is a Senior Vice President & Head of Municipal Portfolio Management at Appleton Partners, Inc. She is responsible for researching securities, analyzing portfolio structure, and executing trades in support of the firm’s Municipal Bond products.
Additionally, she oversees the initial portfolio restructuring effort when new accounts are opened with existing bonds.
She is also a member of the Fixed Income Research Team and the Fixed Income Investment Committee.
Prior to joining Appleton Partners in 2003, Ms. Fitts held various positions with the Trustees of Reservations, as well as the Hurricane Island Outward Bound School in Key Largo, Florida.
She received a B.A. in Economics-Mathematics from Colby College and holds the Chartered Financial Analyst designation.
She is a member of the Boston Security Analysts Society and the CFA Institute.

Whitney Pearce Fitts active positions

Companies	Position	Start
Appleton Partners, Inc. Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types.	Analyst-Fixed Income	21/08/2012

All active positions of Whitney Pearce Fitts

Former positions of Whitney Pearce Fitts

Companies	Position	End
The Trustees of Reservations The Trustees of Reservations Miscellaneous Commercial ServicesCommercial Services Operates organization for conserving and preserving parks	Corporate Officer/Principal	31/12/2002
Hurricane Island Outward Bound School	Corporate Officer/Principal	-

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Private companies	4
Appleton Partners, Inc. Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types.	Finance
Colby College Colby College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Trustees of Reservations The Trustees of Reservations Miscellaneous Commercial ServicesCommercial Services Operates organization for conserving and preserving parks	Commercial Services
Hurricane Island Outward Bound School