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About
Garrett Walker is a Partner at Jaffe Tilchin Wealth Management in Tampa, Florida, where he leads key client advisory and firm operations functions, drawing on over seven years at the firm. In his current role, he is responsible for overseeing portfolio construction, investment strategy development, and client relationship management, providing tailored financial solutions for high-net-worth individuals and small businesses. His expertise spans multi-asset portfolio management, retirement plan consulting, and risk management, with a particular focus on equities, fixed income, and alternative investments for private clients and retirement plans.
Walker's career at Jaffe Tilchin began in 2018, progressing from Investment Advisor to Director of Operations, and most recently, to Partner. He is recognized for helping design diversified, goal-based investment strategies, as well as facilitating operational efficiency and compliance within the firm. He holds the Series 65 securities license, which enables him to provide fiduciary investment advice in the state of Florida.
Garrett holds a Master of Science in Finance and Bachelor's degrees in Marketing and Finance from the University of South Florida, and studied international business at Florence University of the Arts. He is noted for his early leadership, including philanthropic initiatives and mentoring, and has made significant contributions to firm growth through continuous process improvements and by delivering high-touch, personalized advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jaffe Tilchin Wealth Management | Partner | May 2024 to Present | — |
| Jaffe Tilchin Wealth Management | Director of Operations | Apr 2021 to Present | Supervise and facilitate all operational procedures of a 1.6-billion-dollar RIA |
| Jaffe Tilchin Wealth Management | Investment Advisor | Jun 2018 to Present | Provide investment management services to private and institutional clients. |
| Jaffe Tilchin Wealth Management | Head Trader | Dec 2018 to Aug 2021 | Maintain all firm trading activities and workflows. |
| Jaffe Tilchin Wealth Management | Senior Research Associate | Jan 2018 to Jan 2021 | Oversee research and client service items with regard to investment management |
| USF Student Managed Investment Fund | Equity Research Analyst | May 2017 to Jun 2018 | -One of fourteen students selected to manage investment portfolio of $400,000. -Conducted extensive research on prospective equity positions to be selected for the fund -Constructed detailed excel-bas... |
| University of South Florida | Resident Assistant | Jan 2017 to Feb 2018 | -Acted as an advisor and mentor to 35 students in which weekly programming events were facilitated. -Oversee a community that fosters the development and growth of our residents. -Developed weekly rep... |
| USF Federal Credit Union | Executive Intern | May 2015 to May 2017 | -Implemented a fiscal management, literacy and training program for new employees and USF Students. -Constructed a financial model to perform analysis of indirect lending patterns -Restructured client... |
| Avila Golf and Country Club | Cart Staff | Aug 2014 to Jan 2015 | — |
Education
University of South Florida
Master of Science - MS, Finance, General
2020 — 2023
University of South Florida
Bachelor's Degree, Marketing and Finance
2014 — 2018
Florence University of the Arts
Study Abroad Program, International Business
2015 — 2015
Skills & Expertise
Others at Jaffetilchin Investment Partners, LLC (2)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Tampa, FL , United States | |
| Managing Partner | Tampa, FL , United States |
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