Maple Capital Management, Inc.

Connor Herbruck is a financial advisor at Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation with three years of industry experience. Prior to joining Maple Capital Management in 2020, he held various roles including positions at Kens Pizza and Pub and Ecoverse, as well as work related to the University of Vermont. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and primarily constructs portfolios using fundamental equity analysis and laddered fixed-income strategies, supplemented by mutual funds, ETFs, or sub-advisors where appropriate.

Ramsey Luhr is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with Maple Capital Management, Inc. since 2004. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and primarily constructs portfolios using fundamental equity analysis and laddered fixed-income strategies.

Caitlyn Wilkin is a financial advisor at Maple Capital Management, Inc. with a Series 65 designation and two years of experience at the firm. Prior to joining Maple Capital Management, she worked at Bracebridge Capital for three years and has additional experience in educational institutions including Connecticut College and St. Pauls School. Maple Capital Management provides discretionary portfolio management and investment consulting to a diverse client base that includes high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm employs fundamental equity analysis and laddered fixed-income strategies, often using individual stocks and bonds to construct portfolios.

Debbie Montgomery is a CFP® professional with 37 years of experience in the financial industry. She has been with Maple Capital Management, Inc. since 2016 and also maintains roles at Kovack Advisors, Inc. and Kovack Securities, Inc. since 2014. Maple Capital Management provides discretionary portfolio management and investment consulting to a diverse client base, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets, focusing on portfolios constructed from individual stocks and bonds using fundamental equity analysis and laddered fixed-income strategies.

Richard Litchfield is a CFA® charterholder with six years of industry experience. He has worked at Maple Capital Management, Inc. since 2019 and previously spent 24 years at Allmerica Financial. Maple Capital Management provides discretionary portfolio management and investment consulting to a range of individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and constructs portfolios primarily using fundamental equity analysis and laddered fixed-income strategies.

Miguel Rivas is a financial advisor at Maple Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Cornerstone Investment Partners and Deutsche Bank. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in regulatory assets and constructs portfolios primarily using individual stocks and bonds, supplemented by mutual funds, ETFs, or sub-advisors as appropriate.

Elizabeth Lewis is a CFA® charterholder with 14 years of industry experience. She has been with Maple Capital Management, Inc. since 2012. Elizabeth holds a Series 63 license and works out of Montpelier, Vermont. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm manages approximately $2.19 billion in assets and constructs portfolios primarily from individual stocks and bonds using fundamental equity analysis and laddered fixed-income strategies.

Clayton Shiver is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Maple Capital Management, Inc. since 2020 and previously spent nine years at Stadion Money Management LLC. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm primarily constructs portfolios using fundamental equity analysis and laddered fixed-income strategies, supplemented by mutual funds, ETFs, and sub-advisors where appropriate.

Brody Hoffman is a financial advisor at Maple Capital Management, Inc. in Montpelier, VT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LaGue Inc and IG Wealth Management. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, and corporate retirement plans. The firm employs fundamental equity analysis and laddered fixed-income strategies, managing approximately $2.19 billion in regulatory assets.

Timothy Wooster is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Maple Capital Management, Inc. since 2017 and previously worked at First Advisors division of First National Bank and Bar Harbor Bank & Trust. Maple Capital Management provides discretionary portfolio management and investment consulting to a diverse client base, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm constructs portfolios primarily from individual stocks and bonds using fundamental equity analysis and laddered fixed-income strategies, supplementing these with mutual funds, ETFs, or sub-advisors as appropriate.

David Bosworth is a Series 65 licensed financial advisor at Maple Capital Management, Inc. in Montpelier, VT, with three years of industry experience. His prior work includes five years at Community Trust Services and eighteen years at Merchants Trust Company. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm employs fundamental equity analysis and laddered fixed-income strategies, constructing portfolios primarily from individual stocks and bonds while supplementing with mutual funds, ETFs, or sub-advisors as appropriate.