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Connor Herbruck
Assistant Client Portfolio Manager at Maple Capital Management, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Maple Capital Management | Assistant Client Portfolio Manager | Oct 2022 to Present | Responsibilities include account rebalancing and proposal generation while working cross-functionally with different departments to satisfy various client requests. |
| Maple Capital Management | Client Service Specialist | Oct 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 Management | Client Service and Operations Intern | Jun 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 Vermont | Student Sustainability Advocate - "Eco-Rep" Program | Sep 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... |
| Ecoverse | Marketing Intern | Jun 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)
| 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 | |
| Assistant Portfolio Manager | Barre, VT , United States |
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