Garrett Wayne

Garrett Wayne Email and Phone Number

Chief Investment Officer @ Wayne Financial
Cincinnati, OH, US
Garrett Wayne's Location
Cincinnati Metropolitan Area, United States
Garrett Wayne's Contact Details

Garrett Wayne work email

Garrett Wayne personal email

n/a
About Garrett Wayne

I bought my first stock when I was 12 years old, and started actively managing my savings by age 13. I quickly developed a passion for investing and never looked back. It wasn't just stocks though, I started two successful businesses by age 20. I still focus on how to best build and manage wealth; now I do it as a Portfolio Manager. I focus on risk-adjusted, fee-adjusted, tax-adjusted absolute returns. The vast majority of my experience, education, and research has been in performance based investing, from private businesses to the active management of funds and portfolios. I earned my M.S. in Finance with a 3.91 GPA (Investment Management Track). I also have a BBA in Finance with a minor in Private Equity. I was a member of the 2018 CFA Research Challenge Team for the University of Cincinnati. We competed and won at the local level, we competed again in New York; earning the highest investment pitch presentation within our group for the Americas Finals.I stay active in my community and in academics. I have graded CFA Research Challenge papers, and I sit on the UC Student Fund Investment Committee. I have successfully consulted with private businesses in M&A in the Cincinnati area.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Garrett Wayne's Current Company Details
Wayne Financial

Wayne Financial

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Chief Investment Officer
Cincinnati, OH, US
Employees:
4
Garrett Wayne Work Experience Details
  • Wayne Financial
    Chief Investment Officer
    Wayne Financial
    Cincinnati, Oh, Us
  • The Randolph Company
    Sr. Pm And Cco
    The Randolph Company Oct 2022 - Present
    Sr. PM and CCO. Manage and advise. Investments and Wealth Management. Public and Private.
  • The Randolph Company
    Senior Portfolio Manager
    The Randolph Company Apr 2020 - Present
    Cincinnati, Ohio, United States
    I directly manage over $800,000,000 in AUM (as of 6/25/2021). This includes everything in the scope of a family office. A lot of my time is spent in equity research and portfolio construction, although I oversee our trading and internal practices as well.I consult with our clients on just about everything, helping with family wealth decisions, capital allocation, financial planning and I commonly consult and advice my clients with their privately owned businesses and outside investments.
  • The Randolph Company
    Portfolio Manager
    The Randolph Company Jun 2019 - Present
    Cincinnati, Oh
    I have many responsibilities within The Randolph Company. I work both as a Portfolio Manager and Investment Research Analyst with a focus on risk-adjusted, relative & absolute return.
  • Independent
    Personal Financial Manager And Consultant
    Independent Jan 2014 - Feb 2019
    Cincinnati, Ohio
  • Wayne Buildings Inc
    Special Project Manager
    Wayne Buildings Inc Jan 2010 - Jan 2018
    Cincinnati, Ohio
    Worked on wide array of unique projects. Consulted on the owner's personal investments and company profit sharing plan. Created reports with analysis on investments/opportunities in real estate, profit sharing, personal funds, HSA and more.

Garrett Wayne Skills

Investments Research Microsoft Excel Investment Strategies Data Analysis Bloomberg Terminal Financial Analysis Valuation Microsoft Office Microsoft Word Finance Competitive Analysis Forecasting Equity Valuation Portfolio Management Investment Valuation Investment Management Leadership Microsoft Powerpoint Teamwork Morningstar Office

Frequently Asked Questions about Garrett Wayne

What company does Garrett Wayne work for?

Garrett Wayne works for Wayne Financial

What is Garrett Wayne's role at the current company?

Garrett Wayne's current role is Chief Investment Officer.

What is Garrett Wayne's email address?

Garrett Wayne's email address is ga****@****any.com

What schools did Garrett Wayne attend?

Garrett Wayne attended University Of Cincinnati Carl H. Lindner College Of Business, University Of Cincinnati Carl H. Lindner College Of Business, University Of Cincinnati Carl H. Lindner College Of Business.

What skills is Garrett Wayne known for?

Garrett Wayne has skills like Investments, Research, Microsoft Excel, Investment Strategies, Data Analysis, Bloomberg Terminal, Financial Analysis, Valuation, Microsoft Office, Microsoft Word, Finance, Competitive Analysis.

Who are Garrett Wayne's colleagues?

Garrett Wayne's colleagues are Carter Randolph.

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