John T. Boland
Ramsey A. Luhr
Gerald C. Milkowski
Timothy C. Escott
Annmarie Deitrich
Raymond M. Keeler
Pat Wheeler
Alyssa M. Akers
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Who We Are
- 6 Seasoned Investment Professionals
- 4 CFA Charter Holders
- Average experience of over 20 years
John T. Boland, CFA Principal & Co-founder
Prior to co-founding Maple Capital Management, Inc. in June of 2004, John was Chief Investment Officer of NL Capital Management's Private Client Group, where he started as Vice President & Portfolio Manager in February, 1998. Previously, John was Vice President-Investments at Janney Montgomery Scott, based in Pennsylvania, where he advised individual and institutional clients for nine years. John also worked for Lehman Brothers and Merrill Lynch in New York City. John earned his BA in Finance from Pennsylvania State University in 1984 and received his MBA in Finance from the University of Scranton in 1992. He is a CFA charter holder and is a member of the New York Society of Security Analysts and the CFA Institute. John is also a member and past director of the Vermont CFA Society.
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Ramsey A. Luhr Principal & Co-founder
Prior to co-founding Maple Capital Management, Inc. in June of 2004, Ramsey worked as a Vice President & Portfolio Manager for NL Capital Management's Private Client Group. Before joining NL Capital in August, 2001, Ramsey was an Associate with Concord International Investments in New York, where he helped manage international institutional portfolios for over four years. Ramsey has also worked for both Citibank and Smith Barney in New York City. Ramsey received his BA in International Relations from Trinity College, Hartford Connecticut in 1994. He is a member of the New York Society of Security Analysts and the CFA Institute.
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Gerald C. Milkowski Senior Vice President & Portfolio Manager
Prior to joining Maple Capital Management, Inc. in June of 2004, Jerry worked as a Senior Vice President & Portfolio Manager for NL Capital Management's Private Client Group, a position he held since February 2000. Jerry brings over 35 years of investment management experience to the firm. Most recently, Jerry was Senior Investment Officer for the trust division of the New London Trust Company in Hanover, NH. He has also served as Portfolio Manager/Trust Officer at the Dartmouth National Bank in Hanover, NH; a principal of D.A. Davidson, Great Falls, Montana; and a Vice President with Merrill Lynch in New York City. Jerry is a 1962 graduate of the United States Naval Academy, receiving his BS in Engineering. After a five-year tour in the Submarine Service, Jerry entered the business school at the University of Connecticut where he received his MBA in 1969.
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Timothy C. Escott, CFA Regional Director & Senior Portfolio Manager
Prior to joining Maple Capital Management, Inc. in September 2005, Tim worked as a Portfolio Manager with Mellon Financial in Atlanta, GA. Tim is a 20-year financial services industry veteran and has worked with several leading firms including Wachovia Bank, Bank of America, and Sun Trust. He has 13 years of targeted investment experience and an extensive background that includes private business valuation, trust services, financial advisory services, security analysis, and portfolio management in both the institutional and private client arenas. Tim is a CFA charter holder. He earned his BA in Business from North Carolina State University and his MBA from Wake Forest University. Tim runs our Atlanta branch office.
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Annmarie Deitrich, CFA Vice President & Portfolio Manager
Annmarie joined Maple Capital in August of 2007 as a Vice President & Portfolio Manager. Annmarie previously managed assets in the Wealth Management Division at Chittenden Bank for twenty years, where she was a Vice President and Senior Portfolio Manager. She has extensive experience working with individuals, endowments, retirement plans and corporations to develop an appropriate investment strategy relative to their goals, risk tolerance and tax considerations. Annmarie earned a B.S. in Business and Economics at Lehigh University in Pennsylvania and is a member of the Vermont CFA Society and the CFA Institute.
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Raymond M. Keeler, CFA Equity Analyst
Ray joined Maple Capital in 2004 as an equity analyst after spending two years at Chittenden Bank Corporation, where he most recently worked as an analyst and assistant portfolio manager. Ray also spent two years as an equity analyst for the New York Stock Exchange prior to returning to business school. Ray earned a BS in Economics and Classical Studies from Duke University in 1998 and an MBA in Accounting and Finance from the Leonard Stern School of Business at New York University in 2002. Ray is a CFA charter holder and a member of the CFA Institute and the Vermont CFA Society.
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Pat Wheeler Operations Manager
Pat joined Maple Capital in 2004. Before her tenure with Maple Capital Management, Pat spent six years with National Life Insurance Company as a systems analyst. Prior to that she spent 11 years at Sentinel Administrative Service Company as both a portfolio accountant and financial control supervisor. Pat is responsible for portfolio reconciliation functions as well as systems and database administration. Pat earned an Associate of Science degree in Accounting from the Community College of Vermont.
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Alyssa M. Akers Associate
Alyssa joined Maple Capital in 2007 as an Associate. Prior to joining Maple Capital, Alyssa spent seven years working at The Wall Street Analyst Forum as the Director of Client Services, where she was responsible for planning & executing analyst conferences showcasing emerging growth companies. Alyssa provides marketing & trading support to the firm. Alyssa earned a BA in Professional Studies and an Associates degree in Public Relations/Corporate Communications from Champlain College.
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