Cathy Zheng

Cathy Zheng joins Waverly Advisors February 2026. Cathy leads strategic finance at Waverly, partnering with teams to support planning, decision-making, and execution across strategic and operational initiatives. She brings experience spanning public accounting, investment banking, and private equity. Before joining Waverly, Cathy was an investor at HGGC, where she supported companies with operational improvements, corporate finance projects, and M&A transactions. She began her career at PwC in audit and valuations.

Cathy is a Chartered Professional Accountant (CPA, CA) and a Chartered Business Valuator (CBV). She holds a Bachelor of Accounting and Financial Management and a Master of Accounting from the University of Waterloo.

Outside of work, Cathy enjoys reading, traveling, and experimenting in the kitchen, attempting to recreate flavors from her trips.

[email protected]

205-547-7384

Birmingham, AL

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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.

Education

Bachelor of Accounting and Financial Management with Distinction, University of Waterloo, Canada
Master of Accounting with Distinction, University of Waterloo, Canada

Professional Affiliations

Chartered Professional Accountant and Chartered Accountant, CPA Ontario
Chartered Business Valuator, CBV Institute