Thomas Garrett

Job Title: Senior Associate Director, Strategic Research
Company: Verus
Industry: Investment Management
Mentor Since: Fall 2017
Will Mentor: Undergrad Students
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Job Description

Mr. Garrett is primarily responsible for supporting the firm’s capital markets research efforts, including the creation and review of materials for annual market reviews and outlooks, and the development of top-down portfolio views. Mr. Garrett also assists with the creation and delivery of research materials to the firm’s consulting staff for topics related to capital market opportunities, strategic asset allocation, and active management.

Company Description

Since 1986, Verus has been helping institutions achieve their enterprise objectives with a combination of unbiased research, customized advice, and top-rated client service. Today Verus advises on over $340 billion in client assets, through non-discretionary consulting and discretionary services, for a wide range of clients including educational and charitable organizations, corporate, multi-employer and public defined benefit plans, hospitals and insurance providers.

Employment History

Prior to joining Verus in 2013, Mr. Garrett held a career in the life insurance industry where he served as underwriting manager. He has held other positions in numerous roles throughout his career, including sales manager, project manager, and marketing coordinator.

Education

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 in 2013. He is a CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) charter holder. Mr. Garrett currently serves as Vice President on the board of CFA Society Seattle, and serves on the Seattle University Alumni Board of Governors.

Mentoring Objectives & Scope

The scope of the mentor relationship will be determined by the preferences of the students and what they feel will be most valuable to their career development.

When and where do you hold meetings with your students?

An ideal meeting place would be the Seattle business district or Queen Anne.