![Debbie Lynne Montgomery](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Debbie Lynne Montgomery
Gestionnaire de Portefeuille-Actions chez
Maple Capital Management, Inc.
Profil
Ms. Debbie L.
Montgomery is a Client Portfolio Manager & Partner 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.
Postes actifs de Debbie Lynne Montgomery
| Sociétés | Poste | Début |
|---|---|---|
Maple Capital Management, Inc.
 Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Formation de Debbie Lynne Montgomery
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Maple Capital Management, Inc.
Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Finance |
Georgia State University
 Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
