Garrett Heine serves as an Associate Director, Portfolio Advisory at CoastEdge Partners, partnering with clients to develop customized portfolio strategies and navigate complex investment decisions.
Garrett has a background in investment management spanning investment advisory, fund research, and institutional investment consulting. Prior to joining CoastEdge Partners, he was Associate Director of Client Partnerships at Informed Momentum Company (IMC), where he helped manage institutional client relationships and business development for the firm’s equity strategies. Before IMC, Garrett was a Manager Research Analyst at Morningstar, where he covered fixed income funds and published investment research. He began his career at Meketa Investment Group, conducting portfolio analysis and performance reporting for institutional investors.
Garrett holds a Bachelor of Business Administration in Finance from The George Washington University, where he captained the NCAA Division I Men’s Soccer Team. He is a CFA Charterholder.