Olivia Whitford

Analyst-Equity at

Coerente Capital Management, Inc.

Consumer Services

Finance

Profile

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.

Olivia Whitford active positions

Companies	Position	Start
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

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Training of Olivia Whitford

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Linked companies

Private companies	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

Private companies