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Garrett Cayet

Chief Investment Officer at SFMG, LLC

Dallas, TX , United States

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

OrganizationRoleDate RangeDetails
SFMG Wealth AdvisorsChief Investment OfficerJul 2021 to Present
SFMG Wealth AdvisorsManager of Investment ResearchJan 2016 to Jun 2021
SFMG Wealth AdvisorsInvestment AnalystFeb 2013 to Dec 2015
Forex Capital MarketsFinancial Services RepresentativeApr 2011 to Nov 2012
Forex Capital MarketsSales Quality Assurance AssociateSep 2009 to Mar 2011
Austin Stock ResearchFinancial Analyst InternJan 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

Financial Analysis
Financial Markets
Investments
Financial Modeling
Capital Markets
Valuation
Finance
FX trading
Microsoft Excel
Corporate Finance
Microsoft Office
Salesforce.com
Data Analysis
Risk Management
Due Diligence
Trading Systems
PowerPoint
Sales
Access
Equities

Others at SFMG, LLC (8)

NameRoleLocation
Jim Lansing
Jim Lansing
PrincipalSan Francisco, CA , United States
Maxim Jostrand
Maxim Jostrand
Alternative Investment AssociateAllen, TX , United States
N
Nick Gaumer
Manager of Trading and StakeholderTX , United States
Griffon Rubin
Griffon Rubin
Senior Investment AnalystDallas, TX , United States
J
Jeremy White
Senior Investment AnalystTX , United States
Luke Watkins
Luke Watkins
Trading AssociateTX , United States
N
Nathan King
Alternative Investment AssociateTX , United States
W
Wyatt Blackstock
Investment AnalystProsper, TX , United States

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