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Connor Herbruck

Assistant Client Portfolio Manager at Maple Capital Management, Inc.

Montpelier, VT , United States

About

Connor Herbruck serves as Assistant Client Portfolio Manager at Maple Capital Management, Inc., located in Montpelier, VT. In this role, he is responsible for new client onboarding, handling client requests, ongoing account maintenance, and acting as co-lead on complex operational initiatives supporting the firm’s investment management activities. Maple Capital Management provides portfolio management for individuals, families, institutions, and insurance companies, with a tailored focus on both fixed income and equity investments.

Connor has built his career at Maple Capital Management, advancing from a Client Service and Operations Intern and Client Service Specialist to his current portfolio management role. His expertise centers on supporting portfolio management activities across a broad spectrum of asset classes, with direct involvement in operational processes and client service for both traditional and institutional accounts.

Connor holds a Bachelor of Business Administration in Sustainable Business and Data Analytics from the University of Vermont Grossman School of Business, complemented by international study experience in New Zealand. He has passed the Series 65 examination, enabling him to provide advisory services in Vermont. His professional approach emphasizes disciplined investment processes, strong risk control, and individualized service for clients across various sectors including families, institutions, and insurance-related portfolios.

Career History

OrganizationRoleDate RangeDetails
Maple Capital ManagementAssistant Client Portfolio ManagerOct 2022 to Present
Responsibilities include account rebalancing and proposal generation while working cross-functionally with different departments to satisfy various client requests.
Maple Capital ManagementClient Service SpecialistOct 2020 to Oct 2022
Satisfied day-to-day client requests. Highlights include: - Co-lead team for trusts, estates, and other complex account processing. - Created and implemented a secure electronic data gathering system ...
Maple Capital ManagementClient Service and Operations InternJun 2019 to Mar 2020
Worked to improve efficiencies in the client service and operations teams. - Assisted with quarter-end performance communication to clients. - Engaged with equity and fixed income analysts to build co...
University of VermontStudent Sustainability Advocate - "Eco-Rep" ProgramSep 2016 to Apr 2018
Change Agent responsible for engaging peers in reaching university sustainability goals. - Conducted dormitory-specific outreach campaigns to engage residents. - Communicated prevalent environmental i...
EcoverseMarketing InternJun 2017 to Aug 2017
Marketing team member responsible for conducting market research focused on grant and loan information within the industrial composting and recycling industry. - Communicated relevant research to regi...

Education

University of Vermont Grossman School of Business

Bachelor of Business Administration - BBA, Sustainable Business and Data Analytics

2016 2020

University of New Hampshire / EcoQuest Education Foundation

New Zealand Study Abroad Program

2018 2018

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
Brody Hoffman
Brody Hoffman
Assistant Portfolio ManagerBarre, VT , United States
Showing 1-10 of 17 team members

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