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About
Garrett Cayet is the Chief Investment Officer at SFMG Wealth Advisors, where he leads the firm's investment strategy and oversees the construction and management of client portfolios. Based in the Dallas area, Garrett is responsible for setting asset allocation, implementing risk management frameworks, and directing overall investment research for the firm.
Garrett's investment expertise spans global equities, fixed income, alternative investments, and emerging markets. He has particular experience evaluating diversified portfolios across sectors, incorporating both public market securities and non-traditional asset classes, with a focus on tailoring solutions to high-net-worth and institutional clients.
Prior to his CIO appointment in 2021, Garrett served as SFMG’s Manager of Investment Research and an Investment Analyst, building a strong foundation in portfolio construction and market analysis. He holds a degree in Finance (Investment Management) from the Texas McCombs School of Business and in International Finance, Emerging Markets from ESCP-EAP, and is a CFA charterholder, reflecting his commitment to investment excellence and professional integrity.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SFMG Wealth Advisors | Chief Investment Officer | Jul 2021 to Present | — |
| SFMG Wealth Advisors | Manager of Investment Research | Jan 2016 to Jun 2021 | — |
| SFMG Wealth Advisors | Investment Analyst | Feb 2013 to Dec 2015 | — |
| Forex Capital Markets | Financial Services Representative | Apr 2011 to Nov 2012 | — |
| Forex Capital Markets | Sales Quality Assurance Associate | Sep 2009 to Mar 2011 | — |
| Austin Stock Research | Financial Analyst Intern | Jan 2009 to May 2009 | — |
Education
Texas McCombs School of Business
Finance, Investment Management
2005 — 2009
ESCP-EAP
International Finance, Emerging Markets
2008 — 2008
Jesuit College Preparatory School
2001 — 2005
Skills & Expertise
Others at SFMG, LLC (8)
| Name | Role | Location |
|---|---|---|
| Principal | San Francisco, CA , United States | |
| Alternative Investment Associate | Allen, TX , United States | |
N Nick Gaumer | Manager of Trading and Stakeholder | TX , United States |
| Senior Investment Analyst | Dallas, TX , United States | |
J Jeremy White | Senior Investment Analyst | TX , United States |
| Trading Associate | TX , United States | |
N Nathan King | Alternative Investment Associate | TX , United States |
W Wyatt Blackstock | Investment Analyst | Prosper, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager and Research Analyst | Penn Davis Mcfarland Inc. | Dallas, TX , United States | |
| Portfolio Manager | Penn Davis Mcfarland Inc. | Dallas, TX , United States |