Garrett is a member of the Capital Advisory Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Garrett was a senior accountant with T. Rowe Price in their corporate financial reporting group.

Garrett received a B.S. in Accounting and Financial Management from Bucknell University. He holds the Certified Public Accountant designation and is a CFA Charterholder and member of the CFA Institute.  He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).


Back to team overview

Discover our difference.