Brooks T. Garrett, CFA

Brooks Garrett joined CPC Advisors in 2021 and works closely with our Chief Investment Officer, David Hunter. As a Senior Research Associate, Brooks is responsible for executing mutual fund, equity, bond, and other security trades across CPC’s trading platform. He also analyzes client portfolios to identify and implement efficient, data-driven adjustments aligned with each client’s investment strategy.

Brooks conducts ongoing research and monitoring of mutual funds, equity, and fixed-income positions, reporting on changes in outlook, expectations, and portfolio positioning. As a Chartered Financial Analyst® (CFA) charter holder, one of the most rigorous credentials in investment management, he brings a high level of analytical skill, discipline, and critical thinking to the firm’s investment process.

Before joining CPC Advisors, Brooks earned his Bachelor of Business Administration in Finance from the University of Georgia, where he focused on entrepreneurship, financial management, derivative securities, and behavioral finance.

Outside of work, Brooks enjoys expanding his knowledge through books, documentaries, and new technology projects, often building customized computers or experimenting with Excel models. A lifelong Georgia Bulldogs fan, he maintains a balanced lifestyle through regular exercise, meditation, and mindfulness.

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