Ernie Garrett
Vice President - Investment Services at Towneley Capital Management, Inc. / de
About
Ernie Garrett serves as Vice President at Towneley Capital Management, Inc., based in Huntington Beach, California. In this capacity, he plays a pivotal role in managing investment strategies and client portfolios, focusing on delivering customized financial solutions to high-net-worth individuals and institutional investors. His responsibilities include portfolio allocation, risk management, and fostering client relationships across varied asset classes.
Ernie Garrett possesses advanced expertise in business and finance, holding a Master's degree from Cal State Fullerton’s College of Business and Economics. His professional background demonstrates a deep knowledge of investment management, particularly in traditional and alternative asset classes aligned with Towneley Capital’s offerings. He is recognized for his analytical approach to portfolio construction and his commitment to upholding clients’ financial objectives and risk tolerance.
With over two decades of experience in the financial services industry, Garrett has garnered a reputation for disciplined asset allocation and personalized client service. His work spans equities, fixed income, and alternative investments, with a keen focus on wealth preservation and growth for private clients. He continues to drive thought leadership within Towneley Capital Management, contributing significantly to client success and firm strategy.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Towneley Capital Management, Inc. | Vice President - Investment Services | Aug 2014 to Present | With Towneley since 2001, Mr. Garrett oversees all investment services including portfolio management and administration, performance measurement, trading and research. He leads research related to gl... | 
| Towneley Capital Management, Inc. | Portfolio Manager | Jan 2001 to Present | — | 
| Towneley Capital Management, Inc. | Co-Director of Research | Feb 2012 to Aug 2014 | — | 
Education
Cal State Fullerton, College of Business and Economics
Master’s Degree, Economics
2006 — 2014
Others at Towneley Capital Management, Inc. / de (2)
| Name | Role | Location | 
|---|---|---|
| LLisa Tomlinson | Portfolio Manager | Laguna Hills, CA , United States | 
| Senior Portfolio Manager | Newport Beach, CA , United States |