Deborah Montaperto is a partner of The Polk Wealth Management Group at Morgan Stanley in New York, an 18 person team advising on more than $10 billion (as of April 2016) for ultra-high net families, their foundations and businesses. She is responsible for strategic business development on behalf of The Polk Wealth Management Group. In addition, Deborah executes liability management transactions for the team’s clients and 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; she became a CERTIFIED FINANCIAL PLANNER in 2011, and has since been named an Institutional Consulting Director within Graystone Consulting, an Alternative Investments Director, and a specialist within Morgan Stanley’s inaugural Impact Investing initiative. In 2014, Deborah was selected to coach other advisors for a Morgan Stanley Peer-to-Peer Lending Pilot and she has recently been selected to be a participant in the Firm’s National Strategic Partnership program. Deborah is a frequent presenter at Morgan Stanley and industry conferences such as Barron’s. She and the team have been featured and/or quoted in the following publications: The Wall Street Journal, The New York Times, The Financial Times, Barron’s, Worth Magazine and Super Yacht magazine.