Debbie Lynne Montgomery
Portefeuillebeheerder-Aandelen bij Maple Capital Management, Inc.
Profiel
Ms. Debbie L.
Montgomery is a Portfolio Manager at Maple Capital Management, Inc. She joined Maple Capital Management in 2016, and works out of our Atlanta, Georgia office.
She has over 30 years of experience in the financial industry.
Prior to joining MCM, Ms. Montgomery was the owner of DM Financial Planning, Inc., where she was an independent Certified Financial Planner.
She began her career at Dean Witter Reynolds, Inc. as a registered representative.
She has a degree in finance from Georgia State University.
In 1998, she earned the designation of Certified Financial Planner from the Certified Financial Planners Board of Standards, Inc.
Actieve functies van Debbie Lynne Montgomery
| Bedrijven | Functie | Begin |
|---|---|---|
Maple Capital Management, Inc.
 Maple Capital Management, Inc. Investment ManagersFinance Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
Opleiding van Debbie Lynne Montgomery
| Georgia State University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 1 |
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Maple Capital Management, Inc.
Maple Capital Management, Inc. Investment ManagersFinance Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies. | Finance |
