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Deborah Montaperto, CFP©, CDFA®

Managing Director, Private Wealth Advisor

The Polk Wealth Management Group, Morgan Stanley

Palm Beach, FL, USA

Deborah Montaperto
Joseph Moinian
The Moinian Group
Adrian Moors
ACM Consulting

Deborah Montaperto’s Biography

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.
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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 logo Disclosures logo
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.
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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.
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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? logo The Big Q: Is Client Lending Growing? logo
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 logo The Polk Wealth Management Group Launches Wealth Education Bootcamp Dedicated to Divorced and Widowed Women logo
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.
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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 logo Annabel's logo
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.
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Deborah Montaperto’s Education

Tufts University
BA | Art History
1977 - 1981
Villa Schifanoia, Robert Schuman Center for Advanced Studies logo Villa Schifanoia, Robert Schuman Center for Advanced Studies logo
Villa Schifanoia, Robert Schuman Center for Advanced Studies
MA

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