Deborah Montaperto | Polk Wealth Management, Morgan Stanley Private Wealth Management

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 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... 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 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.

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Deborah Montaperto’s Newsfeed

Forbes

$22 Billion Florida Advisor Gave Up The Art World For Wall Street

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.

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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

$22 Billion Florida Advisor Gave Up The Art World For Wall Street

Article

Apr 2024

Deborah is featured in this article by Sergei Klebnikov. Her life and career journey took her from art history to wealth management.

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.

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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

Member

London, UK

Disclosures

Morgan Stanley

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;

Morgan Stanley

New York, NY, USA

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.

Deborah Montaperto’s Education

Tufts University

BA | Art History

1977 - 1981

Villa Schifanoia, Robert Schuman Center for Advanced Studies

MA

Deborah Montaperto, CFP©, CDFA®

Managing Director, Private Wealth Advisor

The Polk Wealth Management Group, Morgan Stanley

Palm Beach, FL, USA

Deborah Montaperto’s Biography

Deborah Montaperto’s Newsfeed

Deborah Montaperto’s Background

Current Board Positions

Previous Board Positions

Media

Memberships

Disclosures

Deborah Montaperto’s Education

Company

Legal

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