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About
Debbie Montgomery is a Portfolio Manager and Partner at Maple Capital Management, Inc., based in Atlanta, Georgia, with over three decades of experience in the financial services industry. Her key responsibilities include developing customized investment strategies and overseeing client portfolios, leveraging her extensive expertise to deliver tailored solutions for individual and institutional clients.
She focuses on investment management and insurance asset management, covering public equities, fixed income, and multi-asset class portfolios, consistent with Maple Capital’s core offerings. Her work frequently involves sectors such as corporate and municipal bonds, and she has demonstrated a particular strength in managing multi-sector fixed income portfolios, aligning allocations to meet specific client goals.
Debbie holds the Certified Financial Planner (CFP) designation and has accumulated more than 36 years of industry experience. Notable achievements include her leadership as a partner at Maple Capital and her reputation for professionalism and integrity in investment management. Her career background, combined with her CFP expertise, has positioned her as a trusted advisor and key contributor to client success and firm growth in the Atlanta market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Maple Capital Management | Portfolio Manager | Aug 2016 to Present | — |
Education
College for Financial Planning
1998 — 2001
Sequoyah High School, Doraville, Ga
Georgia State University
Bachelor of Business Administration, Finance
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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