Portfolio Management & Investment Research
John T. Boland, CFA, President & Chief Investment Officer / Principal
Prior to co-founding Maple Capital Management in 2004, John served as Chief Investment Officer of the Private Client Group of NL Capital Management. John previously worked at Janney Montgomery Scott in Pennsylvania and Lehman Bothers and Merrill Lynch in New York. John has a BS in Finance from Pennsylvania State University and received his MBA in Finance from the University of Scranton. He is a CFA charterholder and a member and past director of the Vermont CFA Society and a member of the CFA Institute. John is also an active member of the Vermont Captive Insurance Association.
Ramsey A. Luhr, Chief Operating Officer / Principal
Ramsey co-founded Maple Capital Management with John Boland in 2004. Before this he served as Vice President & Portfolio Manager for NL Capital Management’s Private Client Group. Previously he was an Associate with Concord International Investments in New York, where he helped manage international institutional portfolios. He has also held positions at both Citibank and Smith Barney in New York. Ramsey has a BA in International Relations from Trinity College. He is a member of the New York Society of Security Analysts and a member of the CFA Institute.
Steven L. Killoran, Vice President – Business Development / Shareholder
Steve joined Maple Capital Management in 2009 after working at Sentinel Investments where he most recently held the position of Vice President—National Accounts. Steve worked in a variety of roles while at Sentinel and his responsibilities included sales and sales management, product development and marketing. Prior to joining Sentinel, Steve designed and implemented pension and profit-sharing platforms for large retirement plans at CitiStreet. Steve has a BA in Political Science from Keene State College.
David M. Brownlee, CFA, Senior Vice President & Fixed Income Portfolio Manager
David joined Maple Capital Management in June 2015. Previously, David was a Senior Vice President & Fixed-Income Portfolio Manager at Sentinel Investments since 1993 before retiring in 2014. While at Sentinel, he managed the Sentinel Government Securities Fund, which won the Lipper “Best-In-Category” award in the General U.S. Government Fund bracket for both the 5-year period ended 2006 and the 10-year period ended 2010. He also managed the Sentinel Short Maturity Government Fund and co-managed the Sentinel Total Return Bond, Balanced, and Conservative Strategies Funds during his tenure at Sentinel. Prior to joining Sentinel, David was a Managing Director at Aetna Bond Investors in Hartford, CT; a Portfolio Manager at MetLife State Street in Boston, MA; and a Fixed-Income Sector Manager at Mass Mutual Life in Springfield, MA. David has a BA in both Mathematics and Economics from American International College, where he graduated class valedictorian. David is a CFA charterholder and a member of CFA Institute.
Timothy C. Escott, CFA, Regional Director & Senior Portfolio Manager / Shareholder
Tim joined Maple Capital Management in 2005 after working as a Portfolio Manager at Mellon Financial in Atlanta, Georgia. Tim has over 20 years of experience in the financial services industry and has held positions at Wachovia, Bank of America, and SunTrust. His background includes private business valuation, trust services, financial advisory services, security analysis, and portfolio management for both individual and institutional clients. Tim has a BA in Business from North Carolina State University and received his MBA from Wake Forest University. Tim is a CFA charterholder and a member of the CFA Institute. Tim manages our Atlanta branch office.
Elizabeth S. H. Lewis, CFA, Portfolio Manager / Shareholder
Liz joined Maple Capital Management in 2012 after working in the Business Development Group at Equity Services, Inc. (ESI). Her responsibilities there included investment manager due diligence and business development. Prior to joining ESI, Liz worked as an Analyst at John Hancock and as an Associate at Oppenheimer & Co. in Boston. She has a BS in Business Administration from the University of Vermont. Liz is a CFA charterholder and a member and past director of the Vermont CFA Society and a member of the CFA Institute.
Debbie L. Montgomery, CFP, Portfolio Manager
Debbie joined Maple Capital Management in 2016, and works out of our Atlanta, Georgia office. Prior to joining MCM, Debbie was the owner of DM Financial Planning, Inc., where she was an independent CERTIFIED FINANCIAL PLANNER. Debbie began her career at Dean Witter Reynolds, Inc. as a registered representative and has over 27 years of experience in the financial industry. Debbie 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.
Timothy J. Wooster, Portfolio Manager
Tim joined Maple Capital Management in 2017 after working as a Vice President & Portfolio Manager at First National Bank in Camden, Maine. Tim has over 10 years in the investment management industry and has served as a Portfolio Manager at People’s United Bank and as an Investment Officer at Bar Harbor bank & Trust. His responsibilities have included portfolio management for individual and institutional clients, financial planning and business development. Tim received his Bachelor of Science in Business Administration from Johnson State College.
Gerald C. Milkowski, Senior Vice President & Portfolio Manager
Jerry joined Maple Capital Management in 2004 after working as Senior Vice President & Portfolio Manager at NL Capital Management’s Private Client Group. Jerry has over 35 years of experience in the investment management industry. Prior to joining NL Capital, Jerry was the Senior Investment Officer for the trust division of the New London Trust Company in Hanover, NH. He has also held positions as Portfolio Manager/Trust Officer at the Dartmouth National Bank in Hanover, NH, a Principal at D.A. Davidson, in Montana, and a Vice President at Merrill Lynch in New York. Jerry has a BS in Engineering from the United States Naval Academy and received his MBA from the University of Connecticut.
Mike joined Maple Capital Management in 2014 with over a decade of experience as an equity analyst. Previously, Mike was a senior equity research analyst for Prime Executions Research. He also worked as a lead equity analyst at Morningstar covering domestic and international firms in various consumer sectors. Before that he held equity analyst positions at Merrill Lynch and J.P. Morgan. Mike holds a bachelor’s degree in finance and quantitative analysis from the Stern School of Business at New York University.
Hilary joined Maple Capital Management in 2017. Before this, Hilary was Vice President, Equity Analyst and Portfolio Manager of the Sentinel Common Stock Fund at Sentinel Investments. Prior to joining Sentinel in 1998, Hilary was an Equity Analyst for Schroders in New York. She is a CFA charterholder and a member of the CFA Institute. Hilary is a graduate of Cornell University.
Jim joined Maple Capital Management in 2014 after working as a Finance Manager at Green Mountain Coffee Roasters (GMCR). At GMCR, Jim was responsible for the risk management implementation and execution for various commodity, interest rate, and foreign exchange exposures. Prior to joining GMCR, Jim was a proprietary trader in New York for five years, after beginning his career on the floor of the New York Mercantile Exchange. Jim has a BA in Government and Law from Lafayette College.
Evan I. Pemberton, CFA, Vice President – Operations & Chief Compliance Officer
Evan joined Maple Capital Management in 2015 after working for ten years at Rock Point Advisors in Burlington, Vermont where he most recently served as Operations Manager and Chief Compliance Officer. In his time there he focused on SEC compliance, data management, client reporting, portfolio management and systems management. Evan is CFA charterholder and received his Bachelor of Science in Financial Management from the University of Vermont. He is a member of both the CFA Society of Vermont and the CFA Institute.
Cory T. Beard, Operations Manager
Cory joined Maple Capital in 2015 after spending 8 years at Sentinel Investments where he held roles in investment reporting and operations for their mutual fund and insurance portfolios. Prior to working in investment reporting and operations at Sentinel he worked in their Investor Services Group. Cory has a BA in Government from St. Lawrence University and an MBA from Norwich University.
Joshua C. Mallery, Client Service Manager
Josh joined Maple Capital in 2012 as an Operations Associate. He now heads the Client Service Team and is in charge of all client service operations. Josh attended Johnson State College where he studied Business Management with a Math and Accounting concentration. In 2016 Josh was awarded the Claritas Investment Certificate by the CFA Institute.
Cory W. Latour, Client Service Specialist
Cory joined Maple Capital in 2016 as a part of the Client Service Team. Prior to Maple, he spent a summer interning at Fidelity Investments on the Competitive and Market Intelligence team. Cory graduated from St. Lawrence University with a BA in Spanish.
Kara E. Simanskas, Client Service Specialist
Kara joined Maple Capital in 2017 as a part of the Client Service team. Kara attended Castleton University where she earned a BA in Business with a concentration in Marketing and Management.