Sign in
Debbie Montgomery

Debbie Montgomery

Portfolio Manager at Maple Capital Management, Inc.

Atlanta, GA , United States

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

OrganizationRoleDate RangeDetails
Maple Capital ManagementPortfolio ManagerAug 2016 to Present

Education

College for Financial Planning

1998 2001

Sequoyah High School, Doraville, Ga

Georgia State University

Bachelor of Business Administration, Finance

Others at Maple Capital Management, Inc. (11)

NameRoleLocation
Bryan Hall
Bryan Hall
Fixed Income Portfolio ManagerBoston, MA , United States
Chris Browne
Chris Browne
PresidentSalt Lake City, UT , United States
David Brownlee
David Brownlee
Sr VP and Fixed-Income Portfolio ManagerMontpelier, VT , United States
Liz Lewis
Liz Lewis
Senior Vice President - Client Portfolio Manager Team LeadWaitsfield, VT , United States
R
Ramsey Luhr
President and Founding PartnerMontpelier, VT , United States
Steve Killoran
Steve Killoran
Executive Vice President and ShareholderCalais, VT , United States
C
Clayton Shiver
Portfolio ManagerAthens, GA , United States
D
David Bosworth
Portfolio ManagerSouth Burlington, VT , United States
M
Miguel Rivas
Assistant Portfolio ManagerAtlanta, GA , United States
Richard Litchfield
Richard Litchfield
Senior Vice President, Fixed Income Portfolio ManagerStowe, VT , United States
Showing 1-10 of 11 team members