Ethan Garrety
Real Estate Investments | Financial Asset Analysis
- Role
- Investment Analyst at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Ethan Garrety
After graduating from the University of North Carolina at Chapel Hill, I launched my…
Experience
Investment Analyst
Sep 2025 — Present · Fort Mill, SC, US
Support portfolio oversight across multiple asset classes (such as equities, fixed income, alternatives, municipals, and more) through ETFs, SMAs, and mutual funds- Monitor and manage model portfolios (e.g, aggressive growth, growth with income, income preservation) to ensure alignment with client-specific risk tolerance, asset allocation, and manager selection- Participate in and lead semi-annual due diligence meetings with portfolio managers from top firms (e.g, PIMCO, Franklin), evaluating fund strategy, risk management, turnover, and market outlook.
Education
UNC Shuford Program in Entrepreneurship
Bachelor of Arts - BA, Entrepreneurship/Entrepreneurial Studies
The University of North Carolina at Chapel Hill
Bachelor of Economics, Economics & Statistics
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