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Olivia Whitford
Analyst-Equity en
Coerente Capital Management, Inc.
.
Perfil
Ms. Olivia M.
Whitford, CFA, is an Equity Analyst at Coerente Capital Management, Inc. She joined the firm as an equity analyst in February 2022.
She has over five years of industry experience.
Previously she worked at Beutel Goodman as a member of the institutional client service and marketing teams, and most recently as a junior analyst on the firm’s investment team rotation program.
She is a graduate of Dartmouth College and is a CFA charterholder.
Cargos activos de Olivia Whitford
| Empresas | Cargo | Inicio |
|---|---|---|
Coerente Capital Management, Inc.
 Coerente Capital Management, Inc. Investment ManagersFinance Coerente employs a Growth-at-a-Reasonable-Price (GARP) investment style. The firm seeks to provide a fundamental, low risk and low fee approach in building customized portfolios tailored to individual client needs. They identify quality companies with enduring businesses that are well managed as well as demonstrating good governance and sustainability. The emphasis is on large-cap companies with steady cash flows. Coerente uses internal fundamental research to properly identify and value equity candidates which meet their investment criteria. Their fixed income style is an extension of the equity research process. | Analyst-Equity | 01/02/2022 |
Formación de Olivia Whitford.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
53
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Coerente Capital Management, Inc.
Coerente Capital Management, Inc. Investment ManagersFinance Coerente employs a Growth-at-a-Reasonable-Price (GARP) investment style. The firm seeks to provide a fundamental, low risk and low fee approach in building customized portfolios tailored to individual client needs. They identify quality companies with enduring businesses that are well managed as well as demonstrating good governance and sustainability. The emphasis is on large-cap companies with steady cash flows. Coerente uses internal fundamental research to properly identify and value equity candidates which meet their investment criteria. Their fixed income style is an extension of the equity research process. | Finance |
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