Sign in

You're signed outSign in or to get full access.

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

Skills & Expertise

Estate Planning
Team Building
Insurance
Retirement Planning
Sales
Financial Planning
Portfolio Management
Investments
Business Development
Finance
Team Leadership
Strategic Planning
Sales Management
Life Insurance
Microsoft Office
Program Management
Risk Management
Asset Management
Marketing
Customer Service
Management
Project Management
Public Relations
Marketing Strategy
Securities

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
David Brownlee
David Brownlee
Sr VP and Fixed-Income Portfolio ManagerMontpelier, VT , 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
Showing 1-10 of 17 team members

Similar Fund Managers

NameRoleFundLocation
Carl Noble
Carl Noble
Senior Vice President of InvestmentsCongress Wealth Management LLC / de /Columbia, MD , United States
Conor Clark
Conor Clark
Manager of Investment ResearchCongress Wealth Management LLC / de /Richmond, VA , United States
N
Newton Chung
Manager, Head TraderBristol John W & Co. Inc. /ny/NJ , United States
C
Charles Mott
PartnerBristol John W & Co. Inc. /ny/Hampton Bays, NY , United States
Reed Choate
Reed Choate
Partner, Portfolio ManagerNeville Rodie & Shaw Inc.New York, NY , United States
William Patterson
William Patterson
Portfolio Manager; Vice PresidentNeville Rodie & Shaw Inc.New York, NY , United States