
Garrett Fritch
Portfolio Business Specialist
Garrett began his career in financial services working in custody banking with State Street and UMB, where he built a foundational understanding of the industry and its operational structure. From there, he transitioned into a financial analyst role at Cerner, further developing his analytical skill set and gaining experience evaluating business performance and financial data.
He later joined an RIA as a Research Analyst, where he focused on fund analysis, supporting client relationships, and preparing investment insights for client meetings. This experience deepened his passion for portfolio construction and helping clients navigate complex financial decisions.
Garrett earned both his Bachelor’s degrees in Economics and Communication from Truman State University and completed his Master of Science in Finance from UMKC.
Originally from Northeast Iowa, Garrett and his wife moved to Kansas City after college and now live downtown, where they enjoy exploring the city’s restaurant and live music scene, taking advantage of the streetcar expansion, and staying active in the local community. In the fall, Garrett can often be found watching as much football as possible.
Professional Experience
- State Street - Custody Administrator – 2015-2018
- UMB - Custody Administrator – 2018-2021
- Cerner - Financial Analyst – 2021-2023
- Bowersock - Research Analyst – 2023-2025
Education
- Truman State University – B.A. Economics and B.A. Communication
- UMKC – M.S.F.
