Geoffrey Daniel Chamberlain

Mr. Geoffrey D.
Chamberlain, CFA, is Senior Vice President, Portfolio Manger & Senior Research Analyst at Appleton Partners, Inc. He joined the firm in July 2001.
He works closely with clients on balanced portfolio construction and planning.
He is also a member of Appleton’s Equity Investment Committee, contributing to active equity and ETF strategy decisions.
He has over 15 years of experience working at Appleton conducting equity research, trading, and maintaining client relationships.
Mr. Chamberlain earned his B.A.
from Bowdoin College, his M.S.I.M.
from Boston University, and holds the Chartered Financial Analyst designation.
He is a CFA charterholder and is a member of the Boston Estate Planning Council.