![Olivia Whitford](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Olivia Whitford
Analyst-Equity bij
Coerente Capital Management, Inc.
Profiel
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.
Actieve functies van Olivia Whitford
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Opleiding van Olivia Whitford
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
53
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
