General Investing >> Money Manager Interviews >> June 28, 2004
JONATHAN A. NOONAN is a Portfolio Manager at Appleton Partners
concentrating in tax-exempt portfolios of eleemosynary institutions as
well as pension and profit sharing plans. Mr. Noonan has over 30 years'
experience in investment management. Prior to joining Appleton Partners,
he was a Vice President and Portfolio Manager at Keystone Investment
Management Co. For many years he was also a Vice President and
Research/Policy Coordinator for Fidelity Investments. He received his
BSBA and MBA from Northeastern University. Mr. Noonan brings extensive,
hands-on management experience to his eleemosynary clients. He has been
active in both Catholic and secular charities and educational
institutions. He is currently a trustee of Pope John XXIII National
Seminary in Weston, Massachusetts; a Trustee of Kenwood Convent of the
Sacred Heart, a retirement home for women religious in Albany, New York;
Chancellor of the Order of the Holy Sepulchre of Jerusalem for
Northeastern United States and a member of the Finance Committee at
Newton Country Day School of the Sacred Heart in Newton, Massachusetts,
an institution where he was also Chair of the Board of Trustees. He
recently completed his term as Board Chair and Trustee at Regis College
in Weston, Massachusetts. Mr. Noonan has been a Governor of New England
Medical Center and chaired the Development Committee of its Boston
Floating Hospital for Infants and Children. He has also been a Finance
Committee Member and Overseer of The New England Conservatory of Music. Profile
responsibilities there?
Mr. Noonan: I am Chief Investment Strategist at Appleton Partners, an 18
year old Boston-based
