Sign in

You're signed outSign in or to get full access.

Kent Whitaker

Kent Whitaker

Portfolio Manager at HM Payson & Co.

Portland, ME , United States

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

OrganizationRoleDate RangeDetails
H.M. Payson & Co.Portfolio ManagerJan 2010 to Present
The First BancorpSenior Portfolio ManagerJan 2004 to Jan 2010
Charles SchwabFinancial ConsultantJan 1999 to Jan 2004
Fidelity InvestmentsFinancial ConsultantJan 1986 to Jan 1996

Education

Boston University

B.S., Business Administration

1979 1983

Skills & Expertise

Physician Assistant
C++
C
Investment Strategies

Others at HM Payson & Co. (13)

NameRoleLocation
d.j Shaughnessy
d.j Shaughnessy
Portfolio ManagerBrunswick, ME , United States
J
Jay Flower
Portfolio ManagerPortland, ME , United States
N
Noah Petrucci
Portfolio ManagerPortland, ME , United States
Peter Robbins
Peter Robbins
Chief Executive Officer, Chief Investment Officer, Co-Manager Payson Total Return FundPortland, ME , United States
Richard Price
Richard Price
Portfolio ManagerPortland, ME , United States
Shawnee Sax
Shawnee Sax
Portfolio ManagerPortland, ME , United States
S
Steve Eddy
Portfolio ManagerPortland, ME , United States
T
Timothy Griffin
Portfolio ManagerPortland, ME , United States
Andy Lumb
Andy Lumb
Private Equity AssociatePortland, ME , United States
Ben Michaud
Ben Michaud
AnalystPortland, ME , United States
Showing 1-10 of 13 team members

Similar Fund Managers

NameRoleFundLocation
Bob Davis
Bob Davis
Vice President and Portfolio ManagerDavis R M Inc.Portland, ME , United States
J
John Doughty
Chief Investment Officer and ShareholderDavis R M Inc.Portland, ME , United States
Karen Oeser
Karen Oeser
Portfolio ManagerMeans Investment Co. Inc.Greenville, SC , United States