Brian Appleyard

Brian Appleyard is a Portfolio Analyst at Wingate Wealth Advisors, Inc., based in the Greater Boston area, where he is integral to the firm’s investment research and portfolio management efforts. In his current role, he supports the construction and ongoing management of customized investment portfolios, working closely with advisors to align portfolio strategies with individual client financial goals and risk tolerances. His day-to-day responsibilities include portfolio analysis, investment due diligence, and trading support within multi-asset-class portfolios.

His key focus areas span major public markets, with an emphasis on mutual funds, exchange-traded funds (ETFs), corporate securities, U.S. government and municipal bonds, and certificates of deposit. Brian’s work is rooted in supporting the advisory team’s selection and monitoring of third-party managers, and performing fundamental and quantitative analysis of client portfolios to ensure proactive risk management and optimal allocation across asset classes.

Prior to joining Wingate Wealth Advisors in 2022, Brian held analytical and operational roles at GW&K Investment Management and State Street, building a strong foundation in investment operations, global securities processing, and transactions management. He holds a Bachelor of Science in Applied Economics from the University of Massachusetts Amherst, equipping him with expertise in quantitative analysis and economic modeling relevant to portfolio management and optimization.