Appleton Partners, Inc.
Jason Cook has over 15 years of work experience in the finance industry. Jason started their career as an Associate at Piper Jaffray in 2005 and worked there until 2008. From 2008 to 2011, they were a Principal at Hercules Technology Growth Capital. In 2012, they worked as a Summer Research Analyst at RBC Global Asset Management. Since 2013, they have been working as a Vice President at Appleton Partners, Inc.
Jason Cook attended Boston College Carroll School of Management from 2011 to 2013, but it is not specified what degree or field of study they pursued during that time. Prior to that, from 2001 to 2005, Jason obtained their Bachelor of Arts in Economics from Harvard University. In addition to their formal education, Jason Cook obtained the Chartered Financial Analyst (CFA) charterholder certification from the CFA Institute in September 2015.
Appleton Partners, Inc.
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.