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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Maple Capital Management | Assistant Portfolio Manager | Jan 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 Management | Client Service Specialist | Sep 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 Manager | Mar 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 Management | Consultant | Aug 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 Chrysler | Sales Associate | Nov 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 Club | Professional Athlete | Oct 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 Wild | Professional Athlete | Jul 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 Canada | Agriculture and Agri-Food Research | May 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)
| Name | Role | Location |
|---|---|---|
| Fixed Income Portfolio Manager | Boston, MA , United States | |
| President | Salt Lake City, UT , United States | |
| Portfolio Manager | Athens, GA , United States | |
| Sr VP and Fixed-Income Portfolio Manager | Montpelier, VT , United States | |
| President | Montpelier, VT , United States | |
| Senior Vice President - Client Portfolio Manager Team Lead | Waitsfield, VT , United States | |
M Michael Keara | Senior Equity Analyst | Boston, MA , United States |
R Ramsey Luhr | President and Founding Partner | Montpelier, VT , United States |
| Executive Vice President and Shareholder | Calais, VT , United States | |
C Connor Herbruck | Assistant Client Portfolio Manager | Montpelier, VT , United States |
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