Garrett focuses on designing and implementing investment strategies that help our clients achieve their financial goals. He works closely with individuals and families to integrate their unique planning needs with a customized investment approach. His responsibilities include formulating asset allocation strategies and ideas, identifying investment solutions and performing manager due diligence. He joined Waldron from BNY Mellon Wealth Management, where he was a wealth analyst.
A Pittsburgh native, Garrett resides in Sewickley with his wife, Taylor. Garrett wrestled at Princeton University, where he was a three-year team captain, and remains involved in the wrestling community locally.
Education & Certificates
A.B. Economics, Princeton University
CERTIFIED FINANCIAL PLANNER™ Professional
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