Kent M. Forkner
Chief Investment Officer
Kent M. Forkner is Chief Investment Officer and a Partner at Daintree Advisors. Kent joined Daintree at its inception in early 2010 and oversees Daintree’s investment advisory process. He sets investment strategy and manages ongoing due diligence and implementation for client portfolios. He also serves as Chief Investment Officer of Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing.
Kent’s career spans a broad spectrum of investment research and management on specific industries to global asset allocation of public and private securities. Over his career in both large and smaller money management firms, he has learned the importance of using and understanding the right tools whether it is fundamental, technical, quantitative, tax, or risk analysis. Kent especially enjoys considering with clients which items are at the intersection of greatest control and those that will truly make a difference for them.
Previously, Kent was a Senior Vice President and Portfolio Manager at The Boston Company and Director of Research for Mellon Growth Advisors LLC. Prior to that, Kent worked as a Senior Equity Analyst at State Street Global Advisors. Kent began his post-business school investment management career at Alex. Brown where he was an Associate Analyst covering the insurance industry.
Kent received his M.B.A. from the Olin Graduate School of Business at Babson College and his B.A. from Wheaton College (IL).
Kent and his wife Lisa live in Hingham and have three adult children. Kent provides counsel to several non-profit interests, serving in various volunteer leadership roles at Boston Trinity Academy, Wheaton College (IL), and South Shore Baptist Church in Hingham.