Garrett WilsonCFA, CVA
Garrett Wilson specializes in the field of business, securities and intellectual property valuation wherein he applies financial, economic and valuation principles to meet a variety of client needs.
Garrett is an advocate for the facts in every case and engagement.
The scope of his work includes:
- Valuation analyses for financial reporting, tax compliance, asset-backed lending, corporate planning and dispute resolution purposes
- Advisory services including due diligence and financial opinions for mergers, acquisitions and other corporate transactions
- Litigation support for matters involving securities class actions, commercial damages, marital dissolution, illiquid securities and investment suitability
- Corporate strategy including benchmarking, strategic alternatives and predictive customer analytics
His involvement in litigation support includes matters regarding diminution in value, lost profits, intellectual property infringement, breach of contract, personal goodwill and corporate bankruptcy.
Concurrent to his role with RGL Forensics, Garrett is a Director with the firm’s broker deal subsidiary, RGL Advisors.
Garrett began his career at BGI in Kirkland, Washington where he worked as one of a handful of Investment Specialists managing global investments on behalf of the Bill & Melinda Gates Foundation and Bill Gates personally. During his time at BGI he focused on public and closely held company valuations, portfolio management, debt and derivative securities, external manager selection, as well as macroeconomic analysis. He also founded an SEC-Registered Investment Advisory firm which managed over $500 million in separate accounts and private partnerships for institutional investors and high-net worth individuals.
Bachelor of Arts (Summa Cum Laude)—Economics / Accounting & Biology / Chemistry, Claremont McKenna College, 2003
Chartered Financial Analyst, Charterholder
Certified Valuation Analyst, National Association of CVAs
Series 63 (Uniform Securities Agent State Law Examination)
Series 79 (Investment Banking Representative Examination)
2012 – Present RGL Forensics, Denver, Colorado
2005 – 2012 Sirius Advisors LLC, Montecito/Manhattan Beach, California
2002 – 2005 Bill Gates Investments (BGI), Kirkland, Washington
1999 – 2002 Internships
Garrett has assisted in providing forensic and valuation analyses, prepared expert witness reports (including under Federal Rule 26 and Colorado CAPP requirements), and submitted affidavits and declarations for both plaintiffs and defendants. His work includes cases involving diminution in value, lost profits, intellectual property infringement, breach of contract, securities class actions and corporate bankruptcy.