Sally Whitmore

Sally Whitmore serves as a Research Analyst and Assistant Portfolio Manager at Oarsman Capital, Inc., based in Milwaukee, Wisconsin. In this role, she focuses on supporting portfolio management and conducting in-depth investment research to inform decision-making for both retail and institutional clients. Her responsibilities include investment analysis, developing strategies for equities and funds, and providing advisory support within the firm's SEC-registered independent investment management platform.

Whitmore’s investment expertise spans equities, mutual funds, and exchange-traded funds (ETFs), with additional involvement in retirement plan advisory services and personalized client strategies. Her background as a Financial Advisor and Registered Representative at Edward Jones further enhances her hands-on experience managing client portfolios and advising on a broad range of asset classes, including stocks, funds, and retirement vehicles.

She holds a Bachelor's degree in Economics from Marquette University and has completed a language and culture immersion program at Pontificia Universidad Católica de Chile. Whitmore is Series 7 and 66 licensed, signifying her advanced knowledge of investment products, regulatory requirements, and personalized advisory work for diverse portfolios.