Waverly Advisors

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Waverly Advisors
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Partner, Chief Investment Officer
CFA®

Clay McDaniel

Clay joined the firm in 2022 when BT Wealth Management was acquired by Waverly Advisors. Clay is a Partner and serves as Chief Investment Officer. He runs the Investment Committee, the Private Markets Committee, and oversees the firm’s investment process. Prior to Waverly, Clay was a Director with Zurich Alternative Asset Management, a subsidiary of Zurich Insurance Company that managed more than $15 billion in investments spanning Real Estate, Private Equity, and Hedge Funds. Before Zurich, Clay served as a senior analyst focusing on private markets for Erste Bank, and prior to that for a single-family office. Clay has an MS in Economics and BBA in Finance from the University of Kentucky.

[email protected]
770-635-5068
Atlanta, GA
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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 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.
Published by Clay McDaniel

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