Caitlyn Wilkin
Investment adviser representative at Maple Capital Management, Inc.
12 yearsExperience
1 stateRegistered in
$2.6BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Maple Capital Management, Inc.Jul 2024 to now
- Bracebridge CapitalJun 2021 to Jun 2024
- Connecticut CollegeJun 2017 to Dec 2021
- St Pauls SchoolSep 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VT).
Maple Capital Management, Inc.
$2.6BAssets managed
1,597Clients
15Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8211031
- Firm CRD
- 130209