Garrett is a Partner in Alpha’s Wealth Management Consulting practice. He has deep experience across the wealth and asset management industry with a background that spans both consulting and industry roles.
Garrett advises wealth and asset managers on a range of strategic and operational topics. His work includes target operating model design, advisor and client experience transformation, product and platform strategy, and growth strategy aligned to the evolving wealth management landscape.
Before joining Alpha, Garrett worked in KPMG’s deal advisory and strategy practice where he focused on the retail wealth management sector. Earlier in his career, he worked within the wealth management industry as a financial advisor at an independent registered investment advisor and held roles at Betterment and LearnVest.
Garrett is a Certified Public Accountant and a Certified Financial Planner.
Contact Garrett Oakley
[email protected]
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