Liz Lewis

Liz Lewis, CFA, is Senior Vice President, Partner, and Client Portfolio Manager Team Lead at Maple Capital Management, Inc., based in Vermont. In her role, Liz leads the portfolio management team, working directly with clients—both individuals and institutions—to design and manage customized investment portfolios tailored to diverse financial objectives. She also plays a key leadership role in Maple Capital’s business development and is part of the firm’s Captive Insurance team, servicing specialized institutional needs.

Liz’s career at Maple Capital spans over five years, during which she has advanced to partnership and shareholder status, reflecting her leadership and commitment to client outcomes. Her expertise includes asset allocation, financial planning, and portfolio construction for institutional investors, insurance companies, and private clients, with a particular focus on integrating fixed income, equities, and insurance-related assets.

A CFA charterholder, Liz is recognized for her strategic approach to investment management and her ability to craft portfolios that address both risk management and growth. Her notable contributions include guiding the firm’s client service standards and expanding its insurance asset management capabilities, solidifying Maple Capital’s reputation as a trusted investment manager for a broad client base.