Garrett T. Fish
Head-Equity Investments at LPL Financial LLC
Profile
Mr. Garrett T.
Fish, CFA, is a Head of Model Portfolio Management at LPL Financial LLC.
He is responsible for leading LPL Financial’s investment management process, where he manages multiple investment mandates, and drives adoption of LPL Research’s 50 model portfolios.
He is also member of LPL Research’s Strategic & Tactical Asset Allocation Committee (STAAC), which creates a single and united investment perspective for LPL Financial.
Mr. Fish is also appointed as Senior Vice President at the firm.
Prior to joining LPL Financial, Mr. Fish spent over 19 years at J.P.
Morgan Asset Management in New York, where he was a Lead Portfolio Manager in large cap core equities, multi-asset, and ESG strategies.
Before his long-tenured work at J.P.
Morgan, he was a U.S.
equity portfolio manager in London with Merrill Lynch Investment Managers and in Hong Kong with Jardine Fleming Asset Management.
He received his BA in Japanese History degree from Bates College.
He is also a CFA charterholder.
Garrett T. Fish active positions
| Companies | Position | Start |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Head-Equity Investments | 2022-09-30 |
Former positions of Garrett T. Fish
| Companies | Position | End |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Portfolio Manager-Equities | 2020-12-31 |
Training of Garrett T. Fish
| Bates College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
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