Thomas Garretson is a senior portfolio strategist, Fixed Income Strategies, Portfolio Advisory Group–U.S. He has more than 10 years of experience in the financial services industry and joined RBC Wealth Management in 2013.
Thomas currently chairs the firm’s U.S. Fixed Income Subcommittee and serves on the Global Portfolio Advisory Committee and the U.S. Investment Committee. He collaborates with other members in setting firm-wide asset allocation recommendations. In addition, he is frequently quoted in leading sources of business information, including The Wall Street Journal, Bloomberg and Reuters.
He earned a Master of Business Administration in finance from the University of Minnesota’s Carlson School of Management. Thomas also has a Bachelor of Science in finance from the University of Denver.
Prior to business school, Thomas worked as an associate with SHR Capital Partners, a Greenwich, Connecticut-based private equity firm. In that role, he evaluated investment opportunities in the advertising and consumer services industries.
He obtained the Chartered Financial Analyst designation from the CFA Institute and has passed the FINRA General Securities Representative Series 7 exam.