Thomas R. Appleton, CFA, CTFA

Thomas joined LWC in 2006 and today serves as President of the firm. Previously, he was a Trust Officer at State Street Bank and United States Trust Company. He graduated from Trinity College with a degree in Economics and Asian Studies. He is a Certified Trust and Fiduciary Advisor and a CFA charterholder. In addition, he is a graduate of the American Bankers Association’s National Graduate Trust School. Thomas is a member of the CFA Society of Boston, the Boston Estate Planning Council and serves as the Treasurer of the Paul Revere Memorial Association.