Thomas Garretson, CFA

Senior Portfolio Strategist
Fixed Income Strategies, Portfolio Advisory Group – U.S.

Thomas Garretson, CFA

Senior Portfolio Strategist
Fixed Income Strategies, Portfolio Advisory Group – U.S.

Thomas Garretson has more than 10 years of experience in the financial services industry and joined RBC Wealth Management in 2013. He currently chairs the firm’s U.S. fixed income subcommittee and is a member of the Global Portfolio Advisory Committee and the U.S. Investment Committee. Garretson collaborates with other members in setting firm-wide asset allocation recommendations.

Garretson holds an MBA degree with a concentration in finance from the University of Minnesota’s Carlson School of Management. He also has a Bachelor of Science degree in finance from the University of Denver.

Prior to business school, Garretson worked as an associate with SHR Capital Partners, a Greenwich, Connecticut-based private equity firm, where 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.

Thomas Garretson, CFA's content

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Analysis

Is the Fed behind the recent rally in U.S. stocks and corporate bonds?

Last updated: January 16, 2020

The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?

3 minute read
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Analysis

Fixed income strategy: Vision will be anything but 20/20 in 2020

Last updated: November 21, 2019

2019’s robust portfolio performance is unlikely to be repeated in 2020. We look at fixed income portfolio positioning amid a blurry outlook for 2020.

4 minute read
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Analysis

Trade war fears and volatility cast shadows of doubt over financial markets

Last updated: May 16, 2019

There’s more to the equity pullback than trade fears. Meanwhile, China’s threat to dump Treasuries is much ado about nothing.

5 minute read
 

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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