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#245 - Jeff Johnson, Appleton, and Fixed Income Markets

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Manage episode 479990701 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Jeff Johnson

Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners.

Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services (IWS) division. Prior to joining IWS, he was National Sales Manager for Fidelity Capital Markets Institutional Fixed Income Group. Jeff has served on the Regional Advisory Committee for the Security Industry and Financial Markets Association, and has been actively involved in the municipal securities business in both capital markets and asset management capacities.

They discuss:

· Jeff and Appleton’s views on the state of the fixed income markets.

· Macroeconomic factors.

· Strategic opportunities across fixed income.

And much more.

Contact Jeff:

Emai: [email protected]

Website: https://www.appletonpartners.com/

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 479990701 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Jeff Johnson

Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners.

Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services (IWS) division. Prior to joining IWS, he was National Sales Manager for Fidelity Capital Markets Institutional Fixed Income Group. Jeff has served on the Regional Advisory Committee for the Security Industry and Financial Markets Association, and has been actively involved in the municipal securities business in both capital markets and asset management capacities.

They discuss:

· Jeff and Appleton’s views on the state of the fixed income markets.

· Macroeconomic factors.

· Strategic opportunities across fixed income.

And much more.

Contact Jeff:

Emai: [email protected]

Website: https://www.appletonpartners.com/

  continue reading

150 episodes

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