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Cory Beard
Vice President Finance and Administration at Maple Capital Management, Inc.
About
Cory T. Beard serves as Vice President, Finance and Administration at Maple Capital Management, Inc. in Montpelier, Vermont, overseeing the firm’s essential financial operations including billing, accounts receivable/payable, budgeting, tax/audit, and captive reporting. He plays a key role in supporting the firm's disciplined investment management, risk control strategies, and personalized portfolio solutions for institutions, insurance companies, and family clients.
Since joining Maple Capital Management in 2015, Cory initially led the company’s operations and investment reporting, later advancing from Operations Manager to his current executive role. Previously, he held the position of Operations Associate at Sentinel Investments, where he gained experience in investment reporting and operations for mutual fund and insurance portfolios.
Cory holds an MBA in Finance from Norwich University and a Bachelor of Arts in Government from St. Lawrence University, alongside a Private Pilot's License from Embry-Riddle Aeronautical University. His expertise spans financial administration for investment management firms, with significant contributions to operational efficiency and regulatory compliance across fixed income and equity sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Maple Capital Management | Vice President Finance and Administration | Jan 2024 to Present | — |
| Maple Capital Management | Operations Manager | Jul 2015 to Dec 2023 | — |
| Sentinel Investments | Operations Associate | Sep 2014 to Jul 2015 | — |
| Sentinel Investments | Investor Service Representative | Oct 2007 to Aug 2014 | - Investor Service Representative responsible for providing non-objective information to clients concerning IRAs and taxable mutual fund accounts - Support Operations and Back Office activities includ... |
| Sentinel Investments | Mutual Fund Research Assistant | Oct 2008 to Mar 2011 | - Research assistant focused on small and mid cap equity mutual funds for asset management company with $9 billion AUM - Responsibilities included competitive analysis, value-growth research, and sect... |
| Permal Asset Management | Marketing Intern | Jan 2006 to Jan 2006 | - Marketing intern for fund-of-hedge funds with $30 billion under management including 30 offshore hedge funds focused on Asia, the Middle East, and Europe - Responsibilities involved writing commenta... |
| The Offices of Representative Susan Minter and Representative Robert Dostis | Policy Research Intern | Jun 2005 to Jan 2005 | - Research intern responsible for interacting with Vermont state legislators to create effective project outlines and research methods - Conducted interviews and completed policy research to gain insi... |
Education
Norwich University
Master of Business Administration (MBA), Finance
2011 — 2013
St. Lawrence University
BA, Government
2003 — 2006
Embry-Riddle Aeronautical University
Private Pilot's License, Aeronautics
2002 — 2002
Skills & Expertise
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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