Sign in

You're signed outSign in or to get full access.

Garrett Walker

Garrett Walker

Partner at Jaffetilchin Investment Partners, LLC

Tampa, FL , United States

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

OrganizationRoleDate RangeDetails
Jaffe Tilchin Wealth ManagementPartnerMay 2024 to Present
Jaffe Tilchin Wealth ManagementDirector of OperationsApr 2021 to Present
Supervise and facilitate all operational procedures of a 1.6-billion-dollar RIA
Jaffe Tilchin Wealth ManagementInvestment AdvisorJun 2018 to Present
Provide investment management services to private and institutional clients.
Jaffe Tilchin Wealth ManagementHead TraderDec 2018 to Aug 2021
Maintain all firm trading activities and workflows.
Jaffe Tilchin Wealth ManagementSenior Research AssociateJan 2018 to Jan 2021
Oversee research and client service items with regard to investment management
USF Student Managed Investment FundEquity Research AnalystMay 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 FloridaResident AssistantJan 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 UnionExecutive InternMay 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 ClubCart StaffAug 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

Leadership
Time Management
Customer Service
Research
Writing
Team Building
Management
Event Planning
Microsoft Office
Public Speaking
Golf
Biochemistry
Microsoft Word

Others at Jaffetilchin Investment Partners, LLC (2)

NameRoleLocation
Brett Witkowski
Brett Witkowski
Portfolio ManagerTampa, FL , United States
Lou Tilchin
Lou Tilchin
Managing PartnerTampa, FL , United States

Similar Fund Managers

NameRoleFundLocation
C
Cheeroke Townsend
Co-Portfolio Manager and Equity Research AnalystSuncoast Equity ManagementTampa, FL , United States
Beth Neal
Beth Neal
Sr. Vice President, Sr. Prosperity AdvisorSuncoast Equity ManagementTampa, FL , United States
Ken Morgan
Ken Morgan
Global Head of TradingKopernik Global Investors, LLCLos Angeles, CA , United States
Laura Perry
Laura Perry
Equity Research AssociateKopernik Global Investors, LLCFL , United States
A
Alan Harman
Vice president- investmentsCalton & Associates, Inc.Delray Beach, FL , United States
L
Lee Lunceford
Senior PartnerCalton & Associates, Inc.Little Rock, AR , United States