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Fjolla Buza
Assistant Portfolio Manager at Maple Capital Management, Inc.
About
Fjolla Buza-Sotak currently serves as Assistant Portfolio Manager, Team Lead, and Partner at Maple Capital Management, Inc. in Montpelier, Vermont. In this role, she helps oversee client portfolios, financial planning services, and institutional asset management, with a focus on tailoring investment solutions for charitable organizations, high-net-worth individuals, and businesses across the United States.
Her investment expertise spans portfolio management for both individual and institutional clients, pension consulting, and adviser selection, supporting Maple Capital’s work with diverse asset classes including equities, fixed income, and multi-sector allocations. Fjolla brings specialized knowledge from prior roles, notably as a Client Specialist at Interactive Brokers where she honed her understanding of trading platforms and client advisory, and as a research assistant focusing on economic analysis.
Fjolla holds a Master’s degree in Economics from the Ccny School Of Education and a Bachelor of Science in Economics from Rochester Institute of Technology, underpinning her strong analytical skills and industry insight. She is a registered investment adviser in Vermont, having passed the Series 65 regulatory exam, and is recognized for her professional integrity and client-centric approach to investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Maple Capital Management | Assistant Portfolio Manager | May 2021 to Present | — |
| Interactive Brokers | Client Specialist | Sep 2019 to Jun 2021 | — |
| MMPH | Research Assistant | Jan 2013 to Jan 2014 | — |
| Center for Energy and Natural Resources | Research Assistant | Jan 2011 to Jan 2012 | — |
Education
Ccny School Of Education
Masters, Economics
2017
Rochester Institute of Technology
Bachelor of Science, Economics
2014
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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