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Coerente Capital Management
Coerente Capital Management is an independent boutique investment counselling firm. It specializes in discretionary, segregated portfolio management for high...
Overview
Coerente Capital Management is an independent boutique investment counselling firm. It specializes in discretionary, segregated portfolio management for high net worth individuals, holding companies, trusts/estates and foundations. The firm offers segregated management across stocks, bonds and money market securities, with a fundamental, low-risk and low-fee approach to building customized portfolios.
General information
Firm type
Generalist
Year founded
2012
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
Toronto, Canada
Principals
Len Racioppo
Founder
Marc Trottier
Founder, Portfolio Manager and Chief Compliance Officer
Yolande Gooderham
Partner and Portfolio Manager
Jean-François Goyette
Portfolio Manager
Andrew Volpe
Portfolio Manager
Michael Duns
Portfolio Manager
Jennifer Bent
Portfolio Manager
Daniel Tran
Senior Associate
Jonathan Nisbet
Manager of Operations
Lisa Gentilucci
Portfolio administrator
Lesia Stasyshyn
Portfolio administrator
Maria Caballero
Portfolio administrator
Marie Dabanga
Portfolio administrator
Taisia Krasikov
Portfolio administrator
Ida Ordas
Portfolio administrator
Miriam De Angelis
Portfolio administrator
Ron Graham
Accounting & bookkeeping
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