Deborah Montaperto | Official Profile on The Marque

Deborah Montaperto’s Biography

View moreless

Deborah Montaperto is a Partner of The Polk Wealth Management Group at Morgan Stanley and a Managing Director at the firm. She focuses on Tailored Lending opportunities and is responsible for developing strategic Institutional relationships for the team’s clients. She was instrumental in creating the NextGen and Family Advisory platforms which are holistic, multifaceted approaches to dealing with the interface between wealth and family dynamics. Prior to joining the Polk Group in 2008, Deborah was a Managing Director in Citigroup's Investment Banking division, responsible for fostering client relationships between the Institutional Clients Group and Global Wealth Management.

Deborah is one of the few advisors to be named to The Barron’s Advisor Hall of Fame for having been recognized as a Top Advisor for more than a decade. She is a frequent speaker at Morgan Stanley and industry conferences and she and the team have been featured and quoted in numerous publications including the Wall Street Journal, The New York Times, Barron's, The Financial Times, Forbes, and Worth Magazine.

She... Deborah Montaperto is a Partner of The Polk Wealth Management Group at Morgan Stanley and a Managing Director at the firm. She focuses on Tailored Lending opportunities and is responsible for developing strategic Institutional relationships for the team’s clients. She was instrumental in creating the NextGen and Family Advisory platforms which are holistic, multifaceted approaches to dealing with the interface between wealth and family dynamics. Prior to joining the Polk Group in 2008, Deborah was a Managing Director in Citigroup's Investment Banking division, responsible for fostering client relationships between the Institutional Clients Group and Global Wealth Management.

Deborah is one of the few advisors to be named to The Barron’s Advisor Hall of Fame for having been recognized as a Top Advisor for more than a decade. She is a frequent speaker at Morgan Stanley and industry conferences and she and the team have been featured and quoted in numerous publications including the Wall Street Journal, The New York Times, Barron's, The Financial Times, Forbes, and Worth Magazine.

She serves on the Board of Lincoln Center’s Corporate Fund and Lincoln Center’s Women’s Leadership Council. At The National Arts Club, she is one of the Governors of the Board and serves on the Fine Arts Committee. She is a Board member of Teen Cancer America and is a founding committee member of Women in Fund Finance, a global organization supporting women in Private Equity. Deborah is a member of The Economic Club of New York, and a Patron of The London Magazine.

Deborah graduated with a B.A. cum laude from Tufts University and earned an M.A. degree from the Villa Schifanoia in Florence, Italy. She currently splits her time between Palm Beach and New York.

https://www.morganstanley.com/disclosures/awards-disclosure.html.
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4287770, 03/2022. moreless

Deborah Montaperto’s Newsfeed

Barron's

The Big Q: Is Client Lending Growing?

Deborah Montaperto is quoted in this article for Barron's, in which top wealth advisors and executives speak on the increased growth of client lending.

Deborah Montaperto’s Background

The Polk Wealth Management Group, Morgan Stanley

Managing Director, Private Wealth Advisor

Jul 2008 - Present

New York, NY, USA

Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) generally may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock;

Disclosures

and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

View allHide

Current Board Positions

Women in Fund Finance

U.S. Steering Committee

New York, NY, USA

Women in Fund Finance was founded in 2017 as an affiliate of the Fund Finance Association to support career advancement and opportunities for women in the private equity and related alternatives industry.

Lincoln Center Corporate Fund

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 London Magazine

Patron

London, UK

Founded in 1732, The London Magazine is England’s oldest literary periodical. The magazine continues to be a home for the best writing and an indispensable feature on the British literary landscape.

The National Arts Club

Board of Governors & Fine Arts Committee

New York, NY, USA

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.

Teen Cancer America

Board of Directors | Development Committee Member

New York, NY, USA

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 and young adults suffering from cancer.

View allHide

Previous Board Positions

The Hunts Point Alliance for Children

Board of Directors

New York, NY, USA

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.

Media

The Big Q: Is Client Lending Growing?

Apr 2021

New York, NY, USA

Deborah Montaperto is featured in this article on client lending. She states that lending has continued to grow, even in the wake of the Covid-19 pandemic.

The Polk Wealth Management Group Launches Wealth Education Bootcamp Dedicated to Divorced and Widowed Women

Nov 2020

New York, NY, USA

The Polk Wealth Management Group announced the launch of their Divorced and Widowed Women Wealth Education Bootcamp, a program dedicated to women’s financial literacy. The program offers ongoing education on a range of financial topics, including Personal Finance, Investing, Estate Planning Strategies and Family Dynamics.

View allHide

Memberships

The Economic Club of New York

Member

New York, NY, USA

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.

Annabel's

Member

London, UK

Awards & Endorsements

Women in Fund Finance

Dee Dee Sklar Women in Fund Finance Award

2022

New York, NY, USA

The annual “Dee Dee Sklar Women in Fund Finance Award” recognizes a member of the Fund Finance community who embodies the mission of the Women in Fund Finance initiative and demonstrates their commitment to helping women succeed through connection, education and professional advocacy. Neither the Private Wealth Advisor nor Morgan Stanley Smith Barney LLC pays a fee to be considered for this award.

Barron’s Advisor Hall of Fame

Honoree

2019

New York, NY, USA

Barron's Hall of Fame is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in Barron's annual Top 100 Advisor rankings for 10+ years, and their long-looking commitment to excellence is a hopeful example for the industry to follow.