Chris Blakely

Chris Blakely joined Waverly Advisors in March 2025 following the acquisition of NBW Capital, LLC by Waverly Advisors, LLC. As a Partner and Regional Director at Waverly, Chris brings over 25 years of experience in Investment and Portfolio Management. Previously, he served as Chief Operating Officer and Partner at NBW, where he played a key role in growing the firm’s assets under management by over 15 times. During his two decades as a Partner, he has been instrumental in developing NBW’s investment strategy, client service ethos and, most recently, its approach to transitioning the firm’s ownership. His role comprised multiple aspects of firm management, spanning daily operations, new business generation, portfolio management, equity research, and trading.

Chris’s greatest passion is working individually with clients to develop customized financial and estate planning goals and then traveling with them every step of the way as they achieve their objectives.

Chris cherishes the moments spent with his wife and their three boys: skiing, golfing and traveling various parts of the world.

Education:

• Colorado State University, B.S.

Ask Me About:

• Growing up in Canada
• The pros and cons of helicopter skiing versus snowcat skiing
• What it’s like the moment you accept your son is better at golf than you