South Shore Capital Advisors
Cohasset, MA | Newport, RI

Caitlin

Caitlin.jpeg

Caitlin Appleton

Caitlin started her career in 1992 at  Fleet Securities. Following business school, she joined the Private Wealth Management group at Credit Suisse, and its predecessor firm Donaldson, Lufkin & Jenrette, where she was a trusted advisor to high net worth individuals and small family offices. 

Caitlin joined South Shore Capital Advisors in May 2018 . As a Senior Portfolio Manager, she combines her early-career financial services experience with her current role of creating customized investment plans for clients. She specializes in long-term analysis and scenario modeling and undertakes financial planning in total collaboration with her clients.

“All my long-term client relationships are based on trust, transparency and effective communication. I approach each opportunity with a singular mission; creating a positive client experience while implementing strategic decisions. I place a high value on helping clients achieve and truly understand their financial goals”. 

She resides in Cohasset and is an active volunteer for her four children’s activities, and has also served the last five years on the Executive Board of the Cohasset Education Foundation.  

Caitlin received her M.B.A. from the Dartmouth College Amos Tuck School of Business and a B.A. in English from Dartmouth College.