Clay McDaniel, CFA®

Clay McDaniel has been with the Firm since 2015 and serves as Chief Investment Officer of Private Markets for Waverly Advisors, a fee-only wealth management firm. Clay is a member of the Investment Committee and oversees the firm’s investment process. Clay resides in Atlanta, GA with his wife and their family.

Education

• Bachelor of Business Administration in Finance
  University of Kentucky, Lexington, KY
• Master of Science in Economics
  University of Kentucky, Lexington, KY

Professional Affiliations

• Chartered Financial Analyst (CFA)
• CFA Society Atlanta
• Southeastern Hedge Fund Association

Community Involvement

• Atlanta Public Schools, Morris Brandon GO Team, Chair
• Center for Educational Innovation, Past Board Member

Ask Me About

• How we balance risk and reward within a diversified portfolio.
• What individual investors can learn from family offices and institutions.