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David Brownlee

David Brownlee

Sr VP and Fixed-Income Portfolio Manager at Maple Capital Management, Inc.

Montpelier, VT , United States

About

David Brownlee serves as Senior Vice President and Fixed Income Portfolio Manager at Maple Capital Management, Inc. in Montpelier, Vermont. In this role, he is responsible for managing fixed income portfolios, shaping investment strategies, and overseeing the firm's fixed income investment process.

David specializes in the fixed income sector, focusing on the analysis, selection, and management of bond portfolios and related securities. His work encompasses diverse fixed income assets for both individual and institutional clients, with an emphasis on creating strategies tailored to varying risk and income objectives.

Prior to joining Maple Capital Management in 2015, David was a Senior Vice President and Fixed-Income Portfolio Manager at Sentinel Investments. He holds the Chartered Financial Analyst (CFA) designation and brings extensive expertise in fixed income and investment management, contributing significantly to the industry through leadership roles and committee participation in the Montpelier community.

Career History

OrganizationRoleDate RangeDetails
Maple Capital ManagementSr VP and Fixed-Income Portfolio ManagerJul 2014 to Present
Sentinel InvestmentsSr VP and Portfolio ManagerJan 1993 to Jan 2014
AetnaManaging DirectorMar 1987 to Jul 1993
MetLife State Street ResearchPortfolio ManagerMay 1986 to Mar 1987
MassMutualBond ManagerMay 1981 to Mar 1986

Education

American International College

Bachelor’s Degree, Mathematics and Economics

1977 1981

Skills & Expertise

Customer Service
Fixed Income
Portfolio Management
Equities
Management
Strategic Planning
Microsoft Office
Investments
Wealth Management
Alternative Investments
Asset Management
Asset Allocation
Mutual Funds
Securities
Investment Strategies
Financial Services
Financial Modeling
Risk Management
Finance
Investment Management
Financial Analysis
Insurance
Bonds
Microsoft Excel
Project Management
Derivatives

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
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
C
Connor Herbruck
Assistant Client Portfolio ManagerMontpelier, VT , United States
Showing 1-10 of 17 team members

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