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About
Kent Whitaker is a Portfolio Manager at H.M. Payson & Co., based in Portland, Maine, where he manages client investment portfolios and delivers personalized asset allocation strategies. His responsibilities include active oversight of diversified equity and fixed income portfolios, tailoring each investment plan to meet the unique objectives and risk tolerance of his clients.
Whitaker brings over two decades of experience in the investment industry, having previously served as Senior Portfolio Manager at The First Bancorp and as a Financial Consultant at Charles Schwab. Throughout his career, he has worked extensively with individual equities, mutual funds, exchange-traded funds, and fixed income securities, with a particular focus on constructing balanced portfolios for high-net-worth individuals and institutional clients.
He holds a B.S. in Business Administration from Boston University, underpinning his analytical approach and commitment to client-focused service. Whitaker is recognized for his deep expertise across multiple asset classes, including U.S. equities, international ADRs, bonds, and alternative investments, supporting the firm's commitment to long-term capital growth and prudent risk management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| H.M. Payson & Co. | Portfolio Manager | Jan 2010 to Present | — |
| The First Bancorp | Senior Portfolio Manager | Jan 2004 to Jan 2010 | — |
| Charles Schwab | Financial Consultant | Jan 1999 to Jan 2004 | — |
| Fidelity Investments | Financial Consultant | Jan 1986 to Jan 1996 | — |
Education
Boston University
B.S., Business Administration
1979 — 1983
Skills & Expertise
Others at HM Payson & Co. (13)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Brunswick, ME , United States | |
J Jay Flower | Portfolio Manager | Portland, ME , United States |
N Noah Petrucci | Portfolio Manager | Portland, ME , United States |
| Chief Executive Officer, Chief Investment Officer, Co-Manager Payson Total Return Fund | Portland, ME , United States | |
| Portfolio Manager | Portland, ME , United States | |
| Portfolio Manager | Portland, ME , United States | |
S Steve Eddy | Portfolio Manager | Portland, ME , United States |
T Timothy Griffin | Portfolio Manager | Portland, ME , United States |
| Private Equity Associate | Portland, ME , United States | |
| Analyst | Portland, ME , United States |
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