Waverly Advisors
Private Market Operations Manager

Nancy Labbe

Nancy Labbe joins Waverly Advisors in December 2025.  As our new Private Market Operations Manager in the Atlanta office, Nancy brings more than 30 years of experience in accounting, finance, and investment operations across higher education, corporate, and financial services. She holds an MBA from Georgia State University and a Bachelor of Science from Providence College. Her expertise spans investment accounting, performance measurement, portfolio administration, and financial controls.

Over the course of her career, Nancy has overseen complex endowment, pension, and mutual fund portfolios while leading high-performing teams and building scalable, efficient processes. She is recognized for her ability to strengthen operational workflows, ensure data accuracy, and collaborate with custodians, auditors, and consultants to support sound investment decision-making.

Beyond her professional accomplishments, Nancy has a lifelong love of music—she has played piano since elementary school—and enjoys baking desserts for family and friends. She is also deeply engaged in her community, serving in leadership roles as Treasurer for her local elementary school PTA, her high school foundation, and her homeowners’ association.

Originally from New Jersey, Nancy is a devoted New York Giants and Yankees fan, though she’s also happy to cheer for the Braves. A fun fact: she was born on Good Friday and has a soft spot for the character Eeyore.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise. 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.