John T. Boland
Ramsey A. Luhr
Timothy C. Escott
Elizabeth S. H. Lewis
Raymond M. Keeler
Craig Behnke
Gerald C. Milkowski
Steven L. Killoran
Alyssa M. Akers
Pat Wheeler
Joshua C. Mallery
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Who We Are
- 7 Seasoned Investment Professionals
- 5 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 and received his MBA in Finance from the University of Scranton. 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. He is a member of the New York Society of Security Analysts and the CFA Institute.
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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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Elizabeth S. H. Lewis, CFA Senior Portfolio Manager
Liz joined Maple Capital Management in January 2012 as a Portfolio Manager after spending the previous 3 years at Equity Services, Inc. At Equity Services, Inc., Liz was part of the Business Development Group and worked in a variety of capacities including product and vendor due diligence, marketing and advisor training. Prior to joining ESI, Liz was an Analyst at John Hancock in Boston and a Financial Associate at Oppenheimer & Co. Inc. in Boston. Liz earned a BS in Business Administration from the Univerity of Vermont. She is a CFA charterholder and is a member of the CFA Institute and the Vermont CFA Society. Liz also serves on the Board of Directors for the Vermont CFA Society.
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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 and an MBA in Accounting and Finance from the Leonard Stern School of Business at New York University. Ray is a CFA charter holder and a member of the CFA Institute and the Vermont CFA Society.
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Craig Behnke, CFA Equity Analyst
Prior to joining Maple Capital Management, Inc. in August of 2010, Craig was a Senior Investment Analyst at Prima Capital. Before joining Prima Capital, Craig worked as a Portfolio Manager at Lexicord Capital from 2007-2009. Prior to Lexicord Capital, he was a Senior Equity Analyst at Founders Asset Management in Denver, Colorado and a Corporate Finance Associate with Stern, Steward & Co. in New York. Craig received a BS in Economics from Rutgers University, and an MBA in Finance and Accounting from the SIMON Graduate School of Business at the University of Rochester. Craig is a CFA charterholder.
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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 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.
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Steven L. Killoran Vice President
Steve joined Maple Capital in October of 2009 as Vice President, Business Development after spending the previous 10 years at Sentinel Investments. At Sentinel Investments, Steve worked in a variety of capacities including sales and sales management, product development and marketing. Prior to joining Sentinel, Steve spent 11 years at CitiStreet designing and implementing pension and profit-sharing platforms for large retirement plans. Steve provides business development and marketing support for the firm. Steve earned a BA in Political Science from Keene State College.
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Alyssa M. Akers Senior Trader
Alyssa joined Maple Capital in 2007 as a Senior Trader. 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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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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Joshua C. Mallery Operations Associate
Josh joined Maple Capital in 2012 as an Operations Associate. Prior to joining Maple Capital, Josh spent two years with Capital Soccer, a soccer club in Montpelier, Vermont, where he excelled at teaching the game of soccer as well as sportsmanship and team building to youth players aged 8 to 16. Josh still coaches in his free time. Josh attended Johnson State College where he studied Business Management with a Math and Accounting understudy. Josh is responsible for day-to-day operations.
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