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.
