Thomas O. Herrick
Chief Investment Officer, Managing DirectorThomas 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 oversight of the firm’s managed model account offering, manager research and due diligence, and growth initiatives. Mr. Herrick is accountable for 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. He graduated with honors in history.
Experience:
- CitiGroup Global Markets, Director & Financial Advisor
- Legg Mason Wood Walker, Vice President & Financial Advisor
- Wheat First Securities, Vice President & Financial Advisor
Education/Certifications:
- University of Richmond, BA, Economics
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