Thomas O. Herrick

Chief Investment Officer, Head of Risk, Managing Director

Mr. Herrick joined Cary Street Partners in 2008 and has over 31 years of relevant wealth management experience.

In 1985, Mr. Herrick joined Wheat, First Securities in its Fredericksburg, Virginia office as a financial advisor. He remained with the firm and its successors until 2000, when he joined Legg Mason Wood, Walker in a similar capacity, remaining with its successor Smith Barney until 2008. At that time, Mr. Herrick joined the Fredericksburg, Virginia office of Cary Street Partners again in a financial advisor role.

In 2012, Mr. Herrick accepted a position within the Portfolio Advisory Group of Cary Street Partners in the Richmond, Virginia head office. In 2014, he assumed responsibility for the entire research effort of the firm, leading the team that oversees the asset allocation process for CSP Global Portfolios, the firm’s separately managed account offering.

Experience:

  • CitiGroup Global Markets, Director & Financial Advisor
  • Legg Mason, Vice President & Financial Advisor
  • Wheat First Securities, Vice President & Financial Advisor

Education/Certifications:

  • University of Richmond, BA

Check the background of this investment professional on FINRA’s BrokerCheck

Mr. Herrick graduated from the University of Richmond with a BA in Economics.