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Brody Hoffman

Brody Hoffman

Assistant Portfolio Manager at Maple Capital Management, Inc.

Barre, VT , United States

About

Brody Hoffman is an Assistant Portfolio Manager at Maple Capital Management, Inc., based in Barre, Vermont, where he supports the management of diversified investment portfolios for institutional and individual clients. In this capacity, Hoffman assists with portfolio construction, security analysis, and ongoing account oversight, contributing to the firm's individualized asset management approach. His responsibilities include research supporting portfolio decisions, client relationship management, and facilitating investment strategy implementation, with particular focus on multi-asset class portfolios typical of Maple Capital's client base.

Hoffman’s expertise spans public equities, fixed income, and balanced mandates, in line with Maple Capital’s core offerings for high-net-worth individuals, families, and institutional clients such as pension funds and charitable organizations. He began his career as a Client Service Specialist at Maple Capital Management, gaining deep experience in account management and client operations, and previously managed real estate assets as Property Manager at LaGue Inc., where he honed his analytical, operational, and client service skills.

He holds a Bachelor of Business Administration with a concentration in Accounting and a minor in Statistics from the University of Vermont’s Grossman School of Business. Hoffman’s background in quantitative analysis and client-centric roles supports his commitment to delivering tailored investment solutions and research-driven portfolio strategies.

Career History

OrganizationRoleDate RangeDetails
Maple Capital ManagementAssistant Portfolio ManagerJan 2024 to Present
-Client portfolio trading and rebalancing -Work in conjunction with advisor partners to build out portfolio analysis and marketing materials -Ongoing client account maintenance -Oversight of business ...
Maple Capital ManagementClient Service SpecialistSep 2022 to Jan 2024
-Manage new account opening processes -Configure and train clients on Maple's portal -Process money movements, assist in charitable giving requests, process changes of address and other account update...
LaGue Inc.Property ManagerMar 2021 to Sep 2022
-Slate quarry invoicing and receivables (QuickBooks) -Rental unit receivables and journaling -Commercial property valuation analysis for potential acquisitions or dispositions -Review and update comme...
IG Wealth ManagementConsultantAug 2017 to Mar 2021
-Investors Group Financial Services Inc. -Worked closely with a select client list to build out detailed personal financial plans and provide advice pertaining to investments, insurance, estate planni...
Mainline ChryslerSales AssociateNov 2016 to Jul 2017
•Top Sales Associate for the month of March 2017 (21 Sales) •Ensure high levels of customer satisfaction through excellent sales service •Assess customers needs and provide assistance and information ...
Adirondack Thunder Hockey Club/Tulsa Oilers Hockey ClubProfessional AthleteOct 2016 to Nov 2016
Attended training camp with the Adirondack Thunder on a Professional Try-Out Agreement and signed a Standard Players Contract before the commencement of the regular season. Was traded to the Tulsa Oil...
Minnesota WildProfessional AthleteJul 2015 to Jun 2016
National Hockey League Entry-Level Contract with the Minnesota Wild. After attending training camp I played for Minnesota's affiliates in the American Hockey League and East Coast Hockey League. Profe...
Government of CanadaAgriculture and Agri-Food ResearchMay 2014 to Aug 2014
I also held this position during the Summer of 2012 and 2013 This job had me working in cooperation with fellow students and supervisors to grow and research different crops and seed varieties. In add...

Education

University of Vermont Grossman School of Business

Bachelor of Business Administration (B.B.A.), Accounting Concentration & Statistics Minor

2012 2017

McLurg High School

High School Diploma

2004 2009

Others at Maple Capital Management, Inc. (17)

NameRoleLocation
Bryan Hall
Bryan Hall
Fixed Income Portfolio ManagerBoston, MA , United States
Chris Browne
Chris Browne
PresidentSalt Lake City, UT , United States
Clayton Shiver
Clayton Shiver
Portfolio ManagerAthens, GA , United States
David Brownlee
David Brownlee
Sr VP and Fixed-Income Portfolio ManagerMontpelier, VT , United States
John Boland
John Boland
PresidentMontpelier, VT , United States
Liz Lewis
Liz Lewis
Senior Vice President - Client Portfolio Manager Team LeadWaitsfield, VT , United States
M
Michael Keara
Senior Equity AnalystBoston, MA , United States
R
Ramsey Luhr
President and Founding PartnerMontpelier, VT , United States
Steve Killoran
Steve Killoran
Executive Vice President and ShareholderCalais, VT , United States
C
Connor Herbruck
Assistant Client Portfolio ManagerMontpelier, VT , United States
Showing 1-10 of 17 team members

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