General Investing >> Money Manager Interviews >> February 23, 2024

Participating in Market Upside While Limiting Downside Risk

Herrick, Thomas O.
Thomas O. Herrick is Chief Market Strategist, Managing Director for Cary Street Partners and 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. Earlier, he was a member of the portfolio advisory group manager research team. Mr. Herrick joined the firm as a Financial Adviser in the Fredericksburg, Virginia, office. Before joining Cary Street Partners, Mr. Herrick was a Financial Adviser 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. He received a degree in economics from the University of Richmond. Profile
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TWST: Could you tell me about the firm?

Mr. Herrick: Cary Street is a registered investment adviser with a little over $8 billion in assets.