Deborah Montaperto, Private Wealth Advisor, is responsible for strategic business developments as well as executing liability management transactions for The Polk Wealth Management Group’s clients. Additionally, she has developed the family advisory platform, a holistic approach to dealing with the interface between wealth, family dynamics, and the next generation.
Deborah began her career on Wall Street in 1986. As a Managing Director in Citigroup's Investment Banking division, she was responsible for fostering client relationships between the Institutional Clients Group and Global Wealth Management. Deborah joined the Polk Group in 2008, and is a CERTIFIED FINANCIAL PLANNER™. Additionally, she is a Certified Divorce Financial Analyst.
Deborah has been named to Barron’s Top 100 Advisors (2019-2020), Barron’s Top 100 Women Financial Advisors (2010-2020; #5 in 2020), and Barron’s Best-In-State Advisors (2020). She is a frequent presenter at Morgan Stanley and industry conferences, such as Barron’s.
Deborah is an active member of the Lincoln Center Women’s Leadership Council and the National Arts Club. She is also a member of the Economics Club of New York, and a member of the Board of Directors of Teen Cancer America and the Hunts Point Alliance for Children. Deborah graduated with a B.A. cum laude from Tufts University and earned an M.A. degree from the Villa Schifanoia in Florence, Italy.
Deborah Montaperto’s Background
The Polk Wealth Management Group, Morgan Stanley
Managing Director, Private Wealth Advisor
Jul 2008 - Present
New York, NY, USA
Deborah is a partner of The Polk Wealth Management Group at Morgan Stanley, advising on more than $12 billion for ultra-high net families, their foundations and businesses. Additionally, she is responsible for strategic business development on behalf of The Polk Wealth Management Group.
Alternatives Investments Director & Institutional Consulting Director
New York, NY, USA
Graystone Consulting, a business of Morgan Stanley, focuses on clients' results and provides a sophisticated framework to help guide their investment decisions.
Citi is a leading global bank which strives to create the best outcomes for its clients and customers, with simple, creative and responsible financial solutions. Deborah was responsible for client relationships between the Institutional Clients Group and Global Wealth Management.
Women in Fund Finance was created by the Fund Finance Association in 2017 to support diversity & the participation of women in the private equity & infrastructure finance community. It seeks to help women succeed in connection, professional advocacy and education.
Corporate Council Member & Women's Leadership Council Member
New York, NY, USA
The Corporate Fund's Leadership Committee of which Deborah is a Council Member, ensures that the Lincoln Center retains its position as the world's premier performing arts complex and continues to make a substantial economic contribution to New York City.
The Hunts Point Alliance for Children aims to support the educational progress of the children of Hunts Point. Their Alliance members provide resources for the intellectual, social, physical & emotional health and well-being of children.
Launched in 2012 by Roger Daltrey and Pete Townshend, the Teen Cancer America, in partnership with hospitals throughout the US, develops specialized services and facilities for teens & young adults suffering from cancer.
The Economic Club of New York is a nonprofit, nonpartisan, nonpolitical organization dedicated to the promotion of the study and discussion of social, economic, and political issues.
The mission of The National Arts Club is to stimulate, foster and promote public interest in the arts and educate the American people in the fine arts.
Honoree: Women Financial Advisors (2010-2020). #5 in 2020.
New York, NY, USA
Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
Forbes
Top 100 Women Wealth Advisors
2018
New York, NY, USA
The Forbes ranking of America’s Top Women Wealth Advisors is based on qualitative and quantitative data, including experience, revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.
New York Magazine
Five Star Wealth Managers (2014, 2015)
New York, NY, USA
This annual list promotes financial services professionals who provide quality services to their clients. Eligible professionals include financial advisors and planners, certified public accountants, and estate planning attorneys.
