Thomas Garrett, CFA, FRM, CAIA

Managing Director | Strategic Research

Mr. Garrett is responsible for leading the firm’s capital markets research efforts, including the creation and oversight of market reviews and outlooks, topical white papers, and capital market forecasts and models. He directs the development of both shorter-term and longer-term top-down portfolio views in collaboration with portfolio management, research, and consulting staff. Mr. Garrett oversees the publication of research materials on topics such as capital market opportunities, strategic asset allocation, and active management. He is a shareholder of the firm. Prior to joining Verus, he held a career in the life insurance industry where he served as underwriting manager.

Mr. Garrett earned a bachelor of arts degree (BA) from the University of Washington with a dual concentration in finance and marketing, with honors, and a master’s degree in business administration (MBA) from Seattle University. He holds the Financial Risk Manager (FRM) designation and is a CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) charterholder. Mr. Garrett is a past President of CFA Society Seattle, and currently serves on the boards of CAIA Seattle, and the Seattle Metropolitan Chamber of Commerce Finance Committee.