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MONEY MANAGEMENT, STRATEGIES

Thomas Herrick

Chief Investment Officer, Managing Director,

Cary Street Partners

About Thomas

Thomas O. Herrick is chief investment officer, managing director for Cary Street Partners. He is a member of the firm's executive committee. Mr. Herrick has spent over a decade with Cary Street Partners. He is responsible for the oversight of the firm's managed model account offering, manager research and due diligence, and growth initiatives. Mr. Herrick is accountable for the firm viewpoints and produces thought leadership and investment commentary through various mediums, including podcasts, videos and written published content. Prior to becoming chief investment officer in 2015, he was a member of the portfolio advisory group manager research team. Mr. Herrick joined the firm as a financial advisor in the Fredericksburg, VA office. Before joining Cary Street Partners, Mr. Herrick was a financial advisor at Smith Barney and its predecessor firm Legg Mason Wood Walker. He started his career and spent more than a decade at Wheat First Securities. Mr. Herrick earned a Bachelor of arts in economics from the University of Richmond, and he graduated with honors in history.

Thomas's Videos

Equity markets have been characterized by narrow leadership on the sector front. Being in the right sectors has been the key to outperformance. Katie Stockton will present the strategy behind TACK, the first ETF offering from Fairlead Strategies, that leverages sector leadership in the US equity market, while managing through downdrafts by incorporating exposure to other asset classes, including Treasuries, gold, and cash.